CGDV vs PFF

ACGDV

BPFF

Measures won2–3PFF wins · of 6 · 5Y

$10,000 · 5Y$9,758PFF

Lowest cost0.33%CGDV · $33 on $10k

Most income5.79%PFF · $579 on $10k

Smallest drop−8.2%PFF · worst fall in 1Y

Held in common1.0%CGDV and PFF

CGDV

PFF

Capital Group Dividend Value ETF · $38.8BiShares Preferred and Income Securities ETF · $11.6B

+26.0%3 years · per year$19,988 · $12,014+6.3%

[…]5 years · per year[…] · $9,758−0.5%

0.33%Expense ratio$33 · $45 on $10k · lower wins0.45%

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

−9.7%Worst dropSmaller wins−8.2%

12.6%VolatilityLower wins7.7%

2–3PFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGDV · PFF

1.0%NEE1.7%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
1	BPFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B
2	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

Both

5Y2 funds

#			Trend
1	BPFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B
2	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 PFF

CGDV

Capital Group Dividend Value

[…]

PFF

iShares Preferred and Income Securities

$9,758

MeasureCGDVPFF

Fee0.33%0.45%

Cost on $10k a year$33$45

Yield1.23%5.79%

5 years, per year[…]−0.5%

3 years, per year+26.0%+6.3%

Worst drop · 1Y−9.7%−8.2%

Volatility · 1Y12.6%7.7%

3–2measures won
PFF first

1.0%

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, PFF

Today

1.0%most shared, CGDV and PFF

CGDVPFF

CGDV—1.0%

PFF1.0%—

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

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

CGDV$123 − $33 = $90

KeptFee

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