PCHI vs CGDV

APCHI

BCGDV

Measures won3–1PCHI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income9.27%PCHI · $927 on $10k

Smallest drop−6.4%PCHI · worst fall in 1Y

Held in common[…]PCHI and CGDV

Polen High Income ETF · $6MCapital Group Dividend Value ETF · $38.7B

[…]3 years · per year[…] · $19,001+23.9%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $33 on $10k · lower wins0.33%

9.27%12-mo yield$927 · $123 on $10k1.23%

Cards for this view

PCHI

Polen High Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasurePCHICGDV

Fee0.66%0.33%

Cost on $10k a year$66$33

Yield9.27%1.23%

5 years, per year[…][…]

3 years, per year[…]+23.9%

Worst drop · 1Y−6.4%−9.7%

Volatility · 1Y10.1%13.5%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	APCHI	Polen High Income ETFRead Desk	0.66%	9.27%	+0.2%	−0.6%	+0.4%	new	new	−6.4%	$6M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	APCHI	Polen High Income ETFRead Desk	0.66%	9.27%	+0.2%	−0.6%	+0.4%	new	new	−6.4%	$6M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+1.2%	+13.5%	+15.0%	+23.9%	new	−9.7%	$38.7B

Loading…