Compare · 2 funds side by side · dividends reinvested

PFM and CGDV

PFMInvesco×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,084PFM · best of the two

02 / 04

PFM and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.27%+16.7%+19.3%+20.5%+11.3%−7.1%9.6%$816M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, 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: PFM 2005 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $816M$17,084

PFM

CGDV

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

$10,000 five years ago, dividends reinvested · they hold 30.0% in common

PFMMeasureCGDV

+16.7%Year to dateJan 1 → Nov 4+14.6%

+19.3%1 yearTotal return+17.5%

+20.5%3 years · per year$10,000 became $17,486 · $20,044+26.1%

+11.3%5 years · per year$10,000 became $17,084 · […][…]

0.52%Expense ratio$52 · $33 a year on $10k · lower is better0.33%

1.27%Trailing 12-mo yield$127 · $122 a year on $10k1.22%

−7.1%Worst dropSmaller is better−9.7%

9.6%VolatilityLower is calmer12.6%

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

5–2PFM wins

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

More Ways to See the Pairs

PFM vs CGDV: Top 5 Holdings

Today

PFM

19.7%in top 5

CGDV

in top 524.6%

PFMStockCGDV

4.0%MSFT6.6%

not top 5NVDA6.3%

4.6%LLYnot top 5

3.5%AVGO4.4%

4.1%AAPLnot top 5

not top 5META3.8%

3.5%WMTnot top 5

not top 5RTX3.3%

Held in common30.0%

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

PFM vs CGDV Returns, Every Period

InvescoPFM

+19.3%

past year

CGDVCapital Group

+17.5%

past year

PFMCGDVFaded: behind in that period

2–1PFM wins

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

PFM vs CGDV

YTD

InvescoPFM

+16.7%

CGDVCapital Group

+14.6%

+16.7%Year to date+14.6%

−7.1%Worst drop · 1Y−9.7%

9.6%Volatility · 1Y12.6%

1.3%Yield1.2%

$816MAssets$38.8B

4–0PFM wins

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

Cost, Income and Risk

Fees: PFM, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

PFM0.52%$52

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

Yields: PFM, CGDV

1.27%highest, PFM

FundTrailing yieldYield$10k

PFM1.27%$127

CGDV1.22%$122

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

PFM$127 − $52 = $75

KeptFee

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

Overlap: PFM, CGDV

Today

30.0%most shared, PFM and CGDV

PFMCGDV

PFM—30.0%

CGDV30.0%—

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

Return vs Bumpiness: 2 ETFs

+19.3%PFM, at 9.6% volatility

PFMWorst drop−7.1%9.6% 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

PFMCGDV

+16.7%Year to date+14.6%

1.3%Yield1.2%

+19.3%Past year+17.5%

0.52%Fee0.33%

3–1PFM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026