CGDV vs EVPF5YCGDVCGDVAvsBEVPFEVPFCapital Group Dividend Value ETF · $38.7BEaton Vance Preferred Securities and Income ETF · $58MReturns · dividends in+23.6%3 years · per year$18,895 · […][…][…]5 years · per year[…]Cost and income0.33%Expense ratio$33 · $20 on $10k · lower wins0.20%1.24%12-mo yield$124 · $377 on $10k3.77%Risk · 1 year
$10,000 in CGDV, EVPF, VYM5Y$10k startVYM $17.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGDV, EVPF, VYMToday23.2%most shared, CGDV and VYMCGDVEVPFVYMCGDV—0.0%23.2%EVPF0.0%—0.5%VYM23.2%0.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CGDV vs EVPF5YACGDVCapital Group Dividend Value[…]vsEVPFBEaton Vance Preferred Securities and Income[…]MeasureCGDVEVPFFee0.33%0.20%Cost on $10k a year$33$20Yield1.24%3.77%5 years, per year[…][…]3 years, per year+23.6%[…]Worst drop · 1Y−9.7%[…]Volatility · 1Y13.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7B3BEVPFEaton Vance Preferred Securities and Income ETFReadDesk0.20%3.77%−0.5%newnewnewnew[…]$58MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%+0.1%+17.1%+19.1%+20.3%+11.7%−6.7%$78.9B2ACGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.7%+12.7%+13.9%+23.6%new−9.7%$38.7B3BEVPFEaton Vance Preferred Securities and Income ETFReadDesk0.20%3.77%−0.5%newnewnewnew[…]$58MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: CGDV, EVPF, VYMToday23.2%most shared, CGDV and VYMCGDVEVPFVYMCGDV—0.0%23.2%EVPF0.0%—0.5%VYM23.2%0.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$357most kept, EVPFEVPF$377 − $20 = $357VYM$223 − $4 = $219CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee