Compare · 2 funds side by side · dividends reinvested

FPE and CGDV

FPEFirst Trust×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,068FPE · best of the two

02 / 04

FPE and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.4

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.37%−2.1%−1.7%+9.4%+2.1%−4.4%4.0%$5.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FPE 2013 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.8B$11,068

FPE

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

FPEMeasureCGDV

−2.1%Year to dateJan 1 → Nov 3+13.0%

−1.7%1 yearTotal return+16.1%

+9.4%3 years · per year$10,000 became $13,099 · $19,988+26.0%

+2.1%5 years · per year$10,000 became $11,068 · […][…]

0.83%Expense ratio$83 · $33 a year on $10k · lower is better0.33%

6.37%Trailing 12-mo yield$637 · $123 a year on $10k1.23%

−4.4%Worst dropSmaller is better−9.7%

4.0%VolatilityLower is calmer12.6%

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

3–4CGDV wins

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

More Ways to See the Pairs

FPE vs CGDV: Top 5 Holdings

Today

FPE

5.9%in top 5

CGDV

in top 524.1%

FPEStockCGDV

not top 5MSFT6.5%

not top 5NVDA6.2%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.3%

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FPE vs CGDV Returns, Every Period

First TrustFPE

−1.7%

past year

CGDVCapital Group

+16.1%

past year

FPECGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FPE vs CGDV

YTD

First TrustFPE

−2.1%

CGDVCapital Group

+13.0%

−2.1%Year to date+13.0%

−4.4%Worst drop · 1Y−9.7%

4.0%Volatility · 1Y12.6%

6.4%Yield1.2%

$5.8BAssets$38.8B

3–1FPE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPE, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

FPE0.83%$83

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FPE, CGDV

6.37%highest, FPE

FundTrailing yieldYield$10k

FPE6.37%$637

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$554most kept, FPE

FPE$637 − $83 = $554

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FPE, CGDV

Today

0.0%most shared, FPE and CGDV

FPECGDV

FPE—0.0%

CGDV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%CGDV, at 12.6% volatility

FPEWorst drop−4.4%4.0% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FPECGDV

−2.1%Year to date+13.0%

6.4%Yield1.2%

−1.7%Past year+16.1%

0.83%Fee0.33%

3–1CGDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026