FPE vs CGDV

AFPE

BCGDV

Measures won3–2FPE wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FPE $11,159

Lowest cost0.06%SCHD · $6 on $10k

Most income6.31%FPE · $631 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common0.0%FPE and CGDV

FPE

CGDV

First Trust Preferred Securities and Income ETF · $5.8BCapital Group Dividend Value ETF · $39.0B

+9.7%3 years · per year$13,185 · $20,044+26.1%

+2.2%5 years · per year$11,159 · […][…]

0.83%Expense ratio$83 · $33 on $10k · lower wins0.33%

6.31%12-mo yield$631 · $122 on $10k1.22%

−4.4%Worst dropSmaller wins−9.7%

4.1%VolatilityLower wins12.6%

3–2FPE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPE · CGDV

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPE vs CGDV

FPE

First Trust Preferred Securities and Income

$11,159

CGDV

Capital Group Dividend Value

[…]

MeasureFPECGDV

Fee0.83%0.33%

Cost on $10k a year$83$33

Yield6.31%1.22%

5 years, per year+2.2%[…]

3 years, per year+9.7%+26.1%

Worst drop · 1Y−4.4%−9.7%

Volatility · 1Y4.1%12.6%

3–2measures won
FPE first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPE, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

FPECGDVSCHD

FPE—0.0%0.0%

CGDV0.0%—5.7%

SCHD0.0%5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$548most kept, FPE

FPE$631 − $83 = $548

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee