JHPI vs CGDV

AJHPI

BCGDV

Measures won3–2JHPI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income6.18%JHPI · $618 on $10k

Smallest drop−3.8%JHPI · worst fall in 1Y

Held in common1.2%JHPI and CGDV

JHPI

CGDV

John Hancock Investments - Preferred Income ETF · $228MCapital Group Dividend Value ETF · $37.9B

+8.8%3 years · per year$12,878 · $18,840+23.5%

[…]5 years · per year[…]

0.54%Expense ratio$54 · $33 on $10k · lower wins0.33%

6.18%12-mo yield$618 · $127 on $10k1.27%

−3.8%Worst dropSmaller wins−9.7%

3.6%VolatilityLower wins13.4%

3–2JHPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJHPI · CGDV

0.9%NEE1.1%

0.4%ORCL2.7%

Held in common1.2%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$228M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AJHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.18%	0.0%	−0.6%	0.0%	+8.8%	new	−3.8%	$228M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

JHPI vs CGDV

JHPI

John Hancock Investments - Preferred Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureJHPICGDV

Fee0.54%0.33%

Cost on $10k a year$54$33

Yield6.18%1.27%

5 years, per year[…][…]

3 years, per year+8.8%+23.5%

Worst drop · 1Y−3.8%−9.7%

Volatility · 1Y3.6%13.4%

3–2measures won
JHPI first

1.2%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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

Overlap: JHPI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

JHPICGDVVIG

JHPI—1.2%1.7%

CGDV1.2%—29.4%

VIG1.7%29.4%—

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

Income After Fees on $10,000

$564most kept, JHPI

JHPI$618 − $54 = $564

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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