FPFD vs CGDV

AFPFD

BCGDV

Measures won3–2FPFD wins · of 6 · 5Y

$10,000 · 5Y$10,403FPFD

Lowest cost0.33%CGDV · $33 on $10k

Most income5.79%FPFD · $579 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%FPFD and CGDV

FPFD

CGDV

Fidelity Preferred Securities & Income ETF · $76MCapital Group Dividend Value ETF · $38.8B

+7.3%3 years · per year$12,367 · $19,988+26.0%

+0.8%5 years · per year$10,403 · […][…]

0.59%Expense ratio$59 · $33 on $10k · lower wins0.33%

5.79%12-mo yield$579 · $123 on $10k1.23%

−4.8%Worst dropSmaller wins−9.7%

3.2%VolatilityLower wins12.6%

3–2FPFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPFD · CGDV

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

Held in common0.0%

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	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
2	BCGDV	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	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
2	BCGDV	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

FPFD vs CGDV

FPFD

Fidelity Preferred Securities & Income

$10,403

CGDV

Capital Group Dividend Value

[…]

MeasureFPFDCGDV

Fee0.59%0.33%

Cost on $10k a year$59$33

Yield5.79%1.23%

5 years, per year+0.8%[…]

3 years, per year+7.3%+26.0%

Worst drop · 1Y−4.8%−9.7%

Volatility · 1Y3.2%12.6%

3–2measures won
FPFD first

0.0%

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: FPFD, CGDV

Today

0.0%most shared, FPFD and CGDV

FPFDCGDV

FPFD—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$520most kept, FPFD

FPFD$579 − $59 = $520

CGDV$123 − $33 = $90

KeptFee

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