Compare CGDV and EVPF

CGDV and EVPF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.77%[…][…][…][…][…][…]$58M1.0

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CGDV 2022 · EVPF 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Dividend Value ETF · $39.5B[…]

CGDV

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGDVMeasureEVPF

+9.7%Year to dateJan 1 → Nov 5[…]

+13.2%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,064 · […][…]

[…]5 years · per year[…]

0.33%Expense ratio$33 · $20 a year on $10k · lower is better0.20%

1.27%Trailing 12-mo yield$127 · $377 a year on $10k3.77%

−9.7%Worst dropSmaller is better[…]

13.4%VolatilityLower is calmer[…]

CGDVEVPF Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2EVPF wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs EVPF: Top 5 Holdings

Today

CGDV

24.4%in top 5

EVPF

in top 55.9%

CGDVStockEVPF

7.0%MSFTnot top 5

6.1%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.2%RTXnot top 5

not top 5AHL1.4%

not top 5KEY-PL1.3%

not top 5FITB-PM1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

CGDV vs EVPF Returns, Every Period

1Y

Capital GroupCGDV

+13.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

CGDVEVPFFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGDV vs EVPF

YTD

Capital GroupCGDV

+9.7%

EVPFEaton Vance

[…]

+9.7%Year to date[…]

−9.7%Worst drop · 1Y[…]

13.4%Volatility · 1Y[…]

1.3%Yield3.8%

$39.5BAssets$58.2M

1–0EVPF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGDV, EVPF

Today

0.20%lowest, EVPF

FundExpense ratioFee$10k

EVPF0.20%$20

CGDV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGDV, EVPF

1Y

3.77%highest, EVPF

FundTrailing yieldYield$10k

EVPF3.77%$377

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$357most kept, EVPF

EVPF$377 − $20 = $357

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGDV, EVPF

Today

0.0%most shared, CGDV and EVPF

CGDVEVPF

CGDV—0.0%

EVPF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.2%CGDV, at 13.4% volatility

CGDVWorst drop−9.7%13.4% vol

EVPFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EVPFCGDV

[…]Year to date+9.7%

3.8%Yield1.3%

[…]Past year+13.2%

0.20%Fee0.33%

2–0EVPF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026