CGDV: Activity Picking Up For This Top-Performing Large-Cap ETF (Rating Downgrade)

CGDV is a top-performing and actively-managed large-cap ETF with $31 billion in assets under management and a 0.33% expense ratio. Historical annual portfolio turnover rates for CGDV have been in the 25-30% range, but activity has picked up this year, and turnover is already at about 26% YTD. This article highlights the top overweighted and underweighted positions compared to the start of the year, and presents a comprehensive set of fundamentals alongside other ETFs like SPY and SCHD.