FPEI vs CGDV

AFPEI

BCGDV

Measures won3–2FPEI wins · of 6 · 5Y

$10,000 · 5Y$11,895FPEI

Lowest cost0.33%CGDV · $33 on $10k

Most income6.08%FPEI · $608 on $10k

Smallest drop−3.6%FPEI · worst fall in 1Y

Held in common0.0%FPEI and CGDV

FPEI

CGDV

First Trust Institutional Preferred Securities & Income ETF · $1.9BCapital Group Dividend Value ETF · $39.0B

+9.9%3 years · per year$13,276 · $19,064+24.0%

+3.5%5 years · per year$11,895 · […][…]

0.85%Expense ratio$85 · $33 on $10k · lower wins0.33%

6.08%12-mo yield$608 · $127 on $10k1.27%

−3.6%Worst dropSmaller wins−9.7%

4.0%VolatilityLower wins13.4%

3–2FPEI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPEI · CGDV

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

Held in common0.0%

End-of-day Nov 5, 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	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.08%	−0.5%	+0.3%	+1.3%	+9.9%	+3.5%	−3.6%	$1.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Both

5Y2 funds

#			Trend
1	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.08%	−0.5%	+0.3%	+1.3%	+9.9%	+3.5%	−3.6%	$1.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

FPEI vs CGDV

FPEI

First Trust Institutional Preferred Securities & Income

$11,895

CGDV

Capital Group Dividend Value

[…]

MeasureFPEICGDV

Fee0.85%0.33%

Cost on $10k a year$85$33

Yield6.08%1.27%

5 years, per year+3.5%[…]

3 years, per year+9.9%+24.0%

Worst drop · 1Y−3.6%−9.7%

Volatility · 1Y4.0%13.4%

3–2measures won
FPEI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FPEI, CGDV

Today

0.0%most shared, FPEI and CGDV

FPEICGDV

FPEI—0.0%

CGDV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$523most kept, FPEI

FPEI$608 − $85 = $523

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee