Which returned more over the last year, CGDV or FBTC?

In the year to Sep 21, 2026, with distributions reinvested, CGDV returned +18.2% and FBTC returned −31.0%, so CGDV returned more.

Which is cheaper, CGDV or FBTC?

CGDV charges 0.33% a year and FBTC charges 0.25%, so FBTC is cheaper. Fees come from each fund's prospectus.

Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

CGDV vs FBTC: how they differ

CGDV is an actively managed equity fund and FBTC a spot crypto ETP, and over the year CGDV returned more, +18.2% against −31.0%.

Capital Group Dividend Value ETF and Fidelity Wise Origin Bitcoin Fund.

CGDV and FBTC on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
	CGDV Capital Group Dividend Value ETF	FBTC Fidelity Wise Origin Bitcoin Fund
Where it sits	Core fund	Core fund
Issuer	Capital Group	Fidelity
What it is	Actively managed	Holds bitcoin
Total return, 1 year	+18.2%	−31.0%
S&P 500 over the same days	+16.6%	+16.6%
Gap to the S&P 500	+1.6 pts	−47.6 pts
Expense ratio	0.33%	0.25%
Holdings	53	not filed
Net assets	$38.3bn	$13.9bn

CGDV in plain words

CGDV is actively managed and tracks no index. Over the year to Sep 18, 2026 it returned +18.2% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.33% a year. By its holdings filed for May 31, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 53 positions, with the top ten at 38.8%. It sat 4.8% below its high of Aug 13, 2026 on Sep 18, 2026.

FBTC in plain words

FBTC holds bitcoin. Over the year to Sep 18, 2026 it returned −31.0% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.4% below its high of Oct 6, 2025 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, CGDV or FBTC?: In the year to Sep 21, 2026, with distributions reinvested, CGDV returned +18.2% and FBTC returned −31.0%, so CGDV returned more.
Which is cheaper, CGDV or FBTC?: CGDV charges 0.33% a year and FBTC charges 0.25%, so FBTC is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

CGDV against FBTC, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, CGDV against FBTC, data as of Sep 21, 2026. https://etfiq.com/compare/any/cgdv-vs-fbtc Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources