(CGDV) Capital Dividend Value - Overview
Exchange: NYSE ARCA •
Country: USA •
Currency: USD •
Type: Etf •
ISIN: US14020W1062
Etf: Dividend Stocks, Large Companies, U.S. Equities
Total Rating 60
Risk 60
Buy Signal -0.61
| Risk 5d forecast | |
|---|---|
| Volatility | 17.9% |
| Relative Tail Risk | 0.23% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.92 |
| Alpha | 5.36 |
| Character TTM | |
|---|---|
| Beta | 0.810 |
| Beta Downside | 0.829 |
| Drawdowns 3y | |
|---|---|
| Max DD | 14.28% |
| CAGR/Max DD | 1.60 |
Description: CGDV Capital Dividend Value March 04, 2026
CGDV is an ETF focusing on dividend-paying common stocks of large, established U.S. companies. These companies typically have market capitalizations exceeding $4.0 billion. The fund may allocate up to 10% of its assets to similar non-U.S. companies.
The ETF is classified as non-diversified. This means it can concentrate a larger portion of its assets in a smaller number of securities, potentially increasing risk compared to diversified funds. Value investing often targets mature companies with stable cash flows, common in dividend strategies.
For more detailed insights, consider exploring CGDVs full profile on ValueRay.
Headlines to watch out for
- Large-cap dividend stock performance dictates fund value
- US economic growth impacts dividend-paying companies
- Interest rate changes influence dividend stock appeal
- Regulatory shifts affect large company profitability
What is the price of CGDV shares?
As of March 21, 2026, the stock is trading at USD 42.50 with a total of 4,676,585 shares traded.
Over the past week, the price has changed by -2.32%, over one month by -7.33%, over three months by -2.90% and over the past year by +19.51%.
Over the past week, the price has changed by -2.32%, over one month by -7.33%, over three months by -2.90% and over the past year by +19.51%.
Is CGDV a buy, sell or hold?
Capital Dividend Value has no consensus analysts rating.
What are the forecasts/targets for the CGDV price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |