CGDV vs FPFD

ACGDV

BFPFD

Measures won2–3FPFD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FPFD $10,464

Lowest cost0.06%SCHD · $6 on $10k

Most income5.75%FPFD · $575 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%CGDV and FPFD

CGDV

FPFD

Capital Group Dividend Value ETF · $37.9BFidelity Preferred Securities & Income ETF · $73M

+23.5%3 years · per year$18,840 · $12,339+7.3%

[…]5 years · per year[…] · $10,464+0.9%

0.33%Expense ratio$33 · $59 on $10k · lower wins0.59%

1.27%12-mo yield$127 · $575 on $10k5.75%

−9.7%Worst dropSmaller wins−4.8%

13.4%VolatilityLower wins3.3%

2–3FPFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGDV · FPFD

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGDV vs FPFD

CGDV

Capital Group Dividend Value

[…]

FPFD

Fidelity Preferred Securities & Income

$10,464

MeasureCGDVFPFD

Fee0.33%0.59%

Cost on $10k a year$33$59

Yield1.27%5.75%

5 years, per year[…]+0.9%

3 years, per year+23.5%+7.3%

Worst drop · 1Y−9.7%−4.8%

Volatility · 1Y13.4%3.3%

3–2measures won
FPFD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGDV, FPFD, SCHD

Today

5.9%most shared, CGDV and SCHD

CGDVFPFDSCHD

CGDV—0.0%5.9%

FPFD0.0%—0.0%

SCHD5.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, FPFD

FPFD$575 − $59 = $516

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee