CGDV vs FPFD

ACGDV

BFPFD

Measures won2–3FPFD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · FPFD $10,403

Lowest cost0.04%VYM · $4 on $10k

Most income5.79%FPFD · $579 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 · $38.8BFidelity Preferred Securities & Income ETF · $76M

+26.0%3 years · per year$19,988 · $12,367+7.3%

[…]5 years · per year[…] · $10,403+0.8%

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

1.23%12-mo yield$123 · $579 on $10k5.79%

−9.7%Worst dropSmaller wins−4.8%

12.6%VolatilityLower wins3.2%

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 3, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 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

$10,403

MeasureCGDVFPFD

Fee0.33%0.59%

Cost on $10k a year$33$59

Yield1.23%5.79%

5 years, per year[…]+0.8%

3 years, per year+26.0%+7.3%

Worst drop · 1Y−9.7%−4.8%

Volatility · 1Y12.6%3.2%

3–2measures won
FPFD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CGDV, FPFD, VYM

Today

23.1%most shared, CGDV and VYM

CGDVFPFDVYM

CGDV—0.0%23.1%

FPFD0.0%—0.0%

VYM23.1%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, FPFD

FPFD$579 − $59 = $520

VYM$225 − $4 = $221

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee