PFF vs CGDV

APFF

BCGDV

Measures won3–2PFF wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income5.79%PFF · $579 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common1.0%PFF and CGDV

PFF

CGDV

iShares Preferred and Income Securities ETF · $11.6BCapital Group Dividend Value ETF · $38.8B

+6.3%3 years · per year$12,014 · $19,988+26.0%

−0.5%5 years · per year$9,758 · […][…]

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

5.79%12-mo yield$579 · $123 on $10k1.23%

−8.2%Worst dropSmaller wins−9.7%

7.7%VolatilityLower wins12.6%

3–2PFF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFF · CGDV

1.7%NEE1.0%

Held in common1.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

End-of-day Nov 3, 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

$9,758

CGDV

Capital Group Dividend Value

[…]

MeasurePFFCGDV

Fee0.45%0.33%

Cost on $10k a year$45$33

Yield5.79%1.23%

5 years, per year−0.5%[…]

3 years, per year+6.3%+26.0%

Worst drop · 1Y−8.2%−9.7%

Volatility · 1Y7.7%12.6%

3–2measures won
PFF first

1.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PFF, CGDV, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

PFFCGDVVIGDGRO

PFF—1.0%1.0%2.3%

CGDV1.0%—29.6%28.4%

VIG1.0%29.6%—68.3%

DGRO2.3%28.4%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee