PEY vs CGDV

APEY

BCGDV

Measures won2–3CGDV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PEY $15,253

Lowest cost0.06%SCHD · $6 on $10k

Most income4.25%PEY · $425 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.8%PEY and CGDV

PEY

CGDV

Invesco High Yield Equity Dividend Achievers ETF · $1.2BCapital Group Dividend Value ETF · $37.9B

+15.9%3 years · per year$15,561 · $18,840+23.5%

+8.8%5 years · per year$15,253 · […][…]

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

4.25%12-mo yield$425 · $127 on $10k1.27%

−9.4%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins13.4%

2–3CGDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEY · CGDV

2.0%CMCSA3.2%

3.1%MO0.8%

Held in common2.8%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk	0.68%	4.25%	−1.4%	+25.9%	+26.0%	+15.9%	+8.8%	−9.4%	$1.2B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk	0.68%	4.25%	−1.4%	+25.9%	+26.0%	+15.9%	+8.8%	−9.4%	$1.2B
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

PEY vs CGDV

PEY

Invesco High Yield Equity Dividend Achievers

$15,253

CGDV

Capital Group Dividend Value

[…]

MeasurePEYCGDV

Fee0.68%0.33%

Cost on $10k a year$68$33

Yield4.25%1.27%

5 years, per year+8.8%[…]

3 years, per year+15.9%+23.5%

Worst drop · 1Y−9.4%−9.7%

Volatility · 1Y14.7%13.4%

3–2measures won
CGDV first

2.8%

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

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

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: PEY, CGDV, SCHD

Today

16.8%most shared, PEY and SCHD

PEYCGDVSCHD

PEY—2.8%16.8%

CGDV2.8%—5.9%

SCHD16.8%5.9%—

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

Income After Fees on $10,000

$357most kept, PEY

PEY$425 − $68 = $357

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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