Two of the market's most popular income ETFs compared side-by-side. See which one fits your yield strategy.
What this means: CGBL is ratedTier 2 (Yield Plus)while DVY is ratedTier 1 (Cornerstone).DVY is structurally lower risk than CGBL.
| Metric | CGBL | DVY |
|---|---|---|
| Total Return (1Y) | 14.26% | 11.21% |
| NAV Change (1Y) | 12.91% | 8.25% |
| Max Drawdown | -21.42% | -21.17% |
| Beta | - | - |
* Returns include dividend reinvestment. Drawdown calculates peak-to-trough decline over trailing 12 months.
CGBL (Capital Group Core Balanced ETF) is a conservative dividend growth fund managed by Capital Group. It focuses on generating income through strategic holdings. With $6.1B in assets under management, this fund has been operational since its inception.
Strategy: Focuses on quality dividend-paying companies with strong balance sheets and consistent payout histories.
DVY (iShares Select Dividend) is a conservative dividend growth fund managed by iShares. It focuses on generating income through strategic holdings. With $22.9B in assets under management, this fund has been operational since its inception.
Strategy: Focuses on quality dividend-paying companies with strong balance sheets and consistent payout histories.
In the head-to-head battle of CGBL vs DVY, the choice depends on your specific goal. DVY wins for Immediate Income with a 2.96% yield. However, CGBL is the better choice for Long-Term Growth due to superior total return performance.
Which fund is safer for retirement income? We analyze the yield sustainability and structural risk.
The Bottom Line Question: If you invest $100,000 today, how much cash will you actually receive each month? Here's the exact math:
CGBL
Annual Yield: 1.35%
$113/mo
($1,353/year)
Frequency: quarterly
DVY
Annual Yield: 2.96%
$246/mo
($2,956/year)
Frequency: quarterly
Income Gap: DVY generates $1,604/year more than CGBL on the same $100k investment.
Over 20 years, that's $32,070 in additional cash flow (before reinvestment).
Context Matters: Higher income doesn't always mean better investment. Review the "Yield Trap" and "Total Return" sections above—you want income that's sustainable, not just headline-grabbing.
Historical data reveals how these funds behave during market stress. CGBL has delivered a superior Total Return of 14.26% over the past year.
Every investor has a unique risk profile. Use our Portfolio Intelligence tool to see the impact of adding these ETFs to your holdings.