CGDV vs EVPF

ACGDV

BEVPF

Measures won0–2EVPF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.20%EVPF · $20 on $10k

Most income3.77%EVPF · $377 on $10k

Smallest drop−9.7%CGDV · worst fall in 1Y

Held in common0.0%CGDV and EVPF

CGDV

EVPF

Capital Group Dividend Value ETF · $39.5BEaton Vance Preferred Securities and Income ETF · $58M

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

[…]5 years · per year[…]

0.33%Expense ratio$33 · $20 on $10k · lower wins0.20%

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

−9.7%Worst dropSmaller wins[…]

13.4%VolatilityLower wins[…]

0–2EVPF wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGDV · EVPF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs EVPF

CGDV

Capital Group Dividend Value

[…]

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureCGDVEVPF

Fee0.33%0.20%

Cost on $10k a year$33$20

Yield1.27%3.77%

5 years, per year[…][…]

3 years, per year+24.0%[…]

Worst drop · 1Y−9.7%[…]

Volatility · 1Y13.4%[…]

2–0measures won
EVPF first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Income After Fees on $10,000

$357most kept, EVPF

EVPF$377 − $20 = $357

CGDV$127 − $33 = $94

KeptFee

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