PCEF vs CGDV

APCEF

BCGDV

Measures won3–2PCEF wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · PCEF $11,865

Lowest cost0.33%CGDV · $33 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%PCEF and CGDV

Invesco CEF Income Composite ETF · $741MCapital Group Dividend Value ETF · $38.7B

+12.6%3 years · per year$14,288 · $18,895+23.6%

+3.5%5 years · per year$11,865 · […][…]

2.76%Expense ratio$276 · $33 on $10k · lower wins0.33%

7.86%12-mo yield$786 · $124 on $10k

Cards for this view

PCEF

Invesco CEF Income Composite

$11,865

CGDV

Capital Group Dividend Value

[…]

MeasurePCEFCGDV

Fee2.76%0.33%

Cost on $10k a year$276$33

Yield7.86%1.24%

5 years, per year+3.5%[…]

3 years, per year+12.6%+23.6%

Worst drop · 1Y−8.3%−9.7%

Volatility · 1Y10.8%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.86%	−1.3%	+1.5%	+1.9%	+12.6%	+3.5%	−8.3%	$741M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.86%	−1.3%	+1.5%	+1.9%	+12.6%	+3.5%	−8.3%	$741M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.7%	+12.7%	+13.9%	+23.6%	new	−9.7%	$38.7B

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