Compare · 3 funds side by side · dividends reinvested

PFF, CGDV and VIG

PFFiShares×CGDVCapital Group×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

PFF, CGDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.4

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.70%−2.9%−2.3%+6.8%−0.2%−8.2%7.8%$11.6B2.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PFF 2007 · CGDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Preferred and Income Securities ETF · $11.6B$9,910

PFF

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

PFFMeasureCGDV

−2.9%Year to dateJan 1 → Nov 4+14.6%

−2.3%1 yearTotal return+17.5%

+6.8%3 years · per year$10,000 became $12,190 · $20,044+26.1%

−0.2%5 years · per year$10,000 became $9,910 · […][…]

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

5.70%Trailing 12-mo yield$570 · $122 a year on $10k1.22%

−8.2%Worst dropSmaller is better−9.7%

7.8%VolatilityLower is calmer12.6%

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

3–4CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFF vs CGDV: Top 5 Holdings

Today

PFF

13.0%in top 5

CGDV

in top 524.6%

PFFStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

3.5%STRCnot top 5

not top 5RTX3.3%

3.2%BAnot top 5

2.1%WFC-PLnot top 5

2.1%GOOGMnot top 5

2.1%SMCIPnot top 5

Held in common1.0%

End-of-day Nov 4, 2026 · share of each fund

PFF vs CGDV Returns, Every Period

iSharesPFF

−2.3%

past year

CGDVCapital Group

+17.5%

past year

PFFCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFF vs VIG

YTD

iSharesPFF

−2.9%

VIGVanguard

+16.4%

−2.9%Year to date+16.4%

−8.2%Worst drop · 1Y−7.9%

7.8%Volatility · 1Y10.2%

5.7%Yield1.4%

$11.6BAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFF, CGDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

CGDV0.33%$33

PFF0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFF, CGDV, VIG

5.70%highest, PFF

FundTrailing yieldYield$10k

PFF5.70%$570

VIG1.44%$144

CGDV1.22%$122

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$525most kept, PFF

PFF$570 − $45 = $525

VIG$144 − $4 = $140

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFF, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

PFFCGDVVIG

PFF—1.0%1.0%

CGDV1.0%—29.4%

VIG1.0%29.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

PFFWorst drop−8.2%7.8% vol

VIGWorst drop−7.9%10.2% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFFVIG

−2.9%Year to date+16.4%

5.7%Yield1.4%

−2.3%Past year+18.9%

0.45%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026