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

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

EVPF

CGDV

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

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

EVPFMeasureCGDV

[…]Year to dateJan 1 → Nov 5+9.7%

[…]1 yearTotal return+13.2%

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

[…]5 years · per year[…]

0.20%Expense ratio$20 · $33 a year on $10k · lower is better0.33%

3.77%Trailing 12-mo yield$377 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

2–0EVPF wins

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

More Ways to See the Pairs

EVPF vs CGDV: Top 5 Holdings

Today

EVPF

5.9%in top 5

CGDV

in top 524.4%

EVPFStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

1.4%AHLnot top 5

1.3%KEY-PLnot top 5

1.3%FITB-PMnot top 5

1.0%SYF-PBnot top 5

0.9%ATH-PAnot top 5

Held in common0.0%

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

EVPF vs CGDV Returns, Every Period

1Y

Eaton VanceEVPF

[…]

past year

CGDVCapital Group

+13.2%

past year

Returns […]

EVPFCGDVFaded: behind in that period

0–0Level

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

EVPF vs CGDV

YTD

Eaton VanceEVPF

[…]

CGDVCapital Group

+9.7%

[…]Year to date+9.7%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y13.4%

3.8%Yield1.3%

$58.2MAssets$39.5B

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