FPFD vs CGDV

AFPFD

BCGDV

Measures won3–2FPFD wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · FPFD $10,464

Lowest cost0.33%CGDV · $33 on $10k

Most income8.09%JEPI · $809 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 · $73MCapital Group Dividend Value ETF · $39.5B

+7.3%3 years · per year$12,339 · $18,840+23.5%

+0.9%5 years · per year$10,464 · […][…]

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

5.75%12-mo yield$575 · $127 on $10k1.27%

−4.8%Worst dropSmaller wins−9.7%

3.3%VolatilityLower wins13.4%

3–2FPFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPFD · CGDV

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

Held in common0.0%

End-of-day Nov 6, 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	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 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

$10,464

CGDV

Capital Group Dividend Value

[…]

MeasureFPFDCGDV

Fee0.59%0.33%

Cost on $10k a year$59$33

Yield5.75%1.27%

5 years, per year+0.9%[…]

3 years, per year+7.3%+23.5%

Worst drop · 1Y−4.8%−9.7%

Volatility · 1Y3.3%13.4%

3–2measures won
FPFD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FPFD, CGDV, JEPI

Today

27.1%most shared, CGDV and JEPI

FPFDCGDVJEPI

FPFD—0.0%0.0%

CGDV0.0%—27.1%

JEPI0.0%27.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FPFD$575 − $59 = $516

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee