PEY vs CGDV

APEY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$15,670PEY

Lowest cost0.33%CGDV · $33 on $10k

Most income4.14%PEY · $414 on $10k

Smallest drop−9.4%PEY · worst fall in 1Y

Held in common2.7%PEY and CGDV

PEY

CGDV

Invesco High Yield Equity Dividend Achievers ETF · $1.1BCapital Group Dividend Value ETF · $39.0B

+17.1%3 years · per year$16,057 · $20,044+26.1%

+9.4%5 years · per year$15,670 · […][…]

0.68%Expense ratio$68 · $33 on $10k · lower wins0.33%

4.14%12-mo yield$414 · $122 on $10k1.22%

−9.4%Worst dropSmaller wins−9.7%

14.5%VolatilityLower wins12.6%

2–3CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · CGDV

1.9%CMCSA3.0%

3.1%MO0.8%

Held in common2.7%

End-of-day Nov 4, 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	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.14%	+3.3%	+29.4%	+29.1%	+17.1%	+9.4%	−9.4%	$1.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.14%	+3.3%	+29.4%	+29.1%	+17.1%	+9.4%	−9.4%	$1.1B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$39.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEY vs CGDV

PEY

Invesco High Yield Equity Dividend Achievers

$15,670

CGDV

Capital Group Dividend Value

[…]

MeasurePEYCGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield4.14%1.22%

5 years, per year+9.4%[…]

3 years, per year+17.1%+26.1%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y14.5%12.6%

3–2measures won
CGDV first

2.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PEY, CGDV

Today

2.7%most shared, PEY and CGDV

PEYCGDV

PEY—2.7%

CGDV2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$346most kept, PEY

PEY$414 − $68 = $346

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee