PFF vs CGDV

APFF

BCGDV

Measures won3–2PFF wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · PFF $9,710

Lowest cost0.06%SCHD · $6 on $10k

Most income5.82%PFF · $582 on $10k

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

Held in common1.0%PFF and CGDV

PFF

CGDV

iShares Preferred and Income Securities ETF · $11.7BCapital Group Dividend Value ETF · $39.0B

+6.0%3 years · per year$11,893 · $19,064+24.0%

−0.6%5 years · per year$9,710 · […][…]

0.45%Expense ratio$45 · $33 on $10k · lower wins0.33%

5.82%12-mo yield$582 · $127 on $10k1.27%

−8.6%Worst dropSmaller wins−9.7%

8.1%VolatilityLower wins13.4%

3–2PFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFF · CGDV

1.8%NEE1.0%

Held in common1.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.82%	−2.0%	−4.8%	−3.9%	+6.0%	−0.6%	−8.6%	$11.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.82%	−2.0%	−4.8%	−3.9%	+6.0%	−0.6%	−8.6%	$11.7B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

Cards for this view

PFF vs CGDV

PFF

iShares Preferred and Income Securities

$9,710

CGDV

Capital Group Dividend Value

[…]

MeasurePFFCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield5.82%1.27%

5 years, per year−0.6%[…]

3 years, per year+6.0%+24.0%

Worst drop · 1Y−8.6%−9.7%

Volatility · 1Y8.1%13.4%

3–2measures won
PFF first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PFF, CGDV, SCHD

Today

5.8%most shared, CGDV and SCHD

PFFCGDVSCHD

PFF—1.0%0.7%

CGDV1.0%—5.8%

SCHD0.7%5.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$537most kept, PFF

PFF$582 − $45 = $537

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee