CGDV vs PREF

ACGDV

BPREF

Measures won2–3PREF wins · of 6 · 5Y

$10,000 · 5Y$17,091DGRO · PREF $11,365

Lowest cost0.08%DGRO · $8 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%CGDV and PREF

Capital Group Dividend Value ETF · $38.7BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+23.6%3 years · per year$18,895 · $12,725+8.4%

[…]5 years · per year[…] · $11,365+2.6%

0.33%Expense ratio$33 · $55 on $10k · lower wins0.55%

1.24%12-mo yield$124 · $504 on $10k

Cards for this view

CGDV

Capital Group Dividend Value

[…]

PREF

Principal Spectrum Preferred Securities Active

$11,365

MeasureCGDVPREF

Fee0.33%0.55%

Cost on $10k a year$33$55

Yield1.24%5.04%

5 years, per year[…]+2.6%

3 years, per year+23.6%+8.4%

Worst drop · 1Y−9.7%−2.9%

Volatility · 1Y13.5%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.3%	+8.4%	+2.6%	−2.9%	$1.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	−0.2%	+19.6%	+21.4%	+20.7%	+11.3%	−6.5%	$45.9B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.3%	+8.4%	+2.6%	−2.9%	$1.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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