CGDV vs PREF

ACGDV

BPREF

Measures won2–3PREF wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · PREF $11,396

Lowest cost0.04%VIG · $4 on $10k

Most income5.03%PREF · $503 on $10k

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

Held in common0.0%CGDV and PREF

Capital Group Dividend Value ETF · $37.8BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+23.3%3 years · per year$18,754 · $12,812+8.6%

[…]5 years · per year[…] · $11,396+2.6%

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

1.24%12-mo yield$124 · $503 on $10k

Cards for this view

CGDV

Capital Group Dividend Value

[…]

PREF

Principal Spectrum Preferred Securities Active

$11,396

MeasureCGDVPREF

Fee0.33%0.55%

Cost on $10k a year$33$55

Yield1.24%5.03%

5 years, per year[…]+2.6%

3 years, per year+23.3%+8.6%

Worst drop · 1Y−9.7%−2.9%

Volatility · 1Y13.5%

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1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

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1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
3	ACGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

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