PFM vs CGDV

APFM

BCGDV

Measures won3–2PFM wins · of 6 · 5Y

$10,000 · 5Y$17,084PFM

Lowest cost0.33%CGDV · $33 on $10k

Most income1.27%PFM · $127 on $10k

Smallest drop−7.1%PFM · worst fall in 1Y

Held in common30.0%PFM and CGDV

PFM

CGDV

Invesco Dividend Achievers ETF · $814MCapital Group Dividend Value ETF · $39.0B

+20.5%3 years · per year$17,486 · $20,044+26.1%

+11.3%5 years · per year$17,084 · […][…]

0.52%Expense ratio$52 · $33 on $10k · lower wins0.33%

1.27%12-mo yield$127 · $122 on $10k1.22%

−7.1%Worst dropSmaller wins−9.7%

9.6%VolatilityLower wins12.6%

3–2PFM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFM · CGDV

4.0%MSFT6.6%

3.5%AVGO4.4%

4.6%LLY2.1%

3.1%JPM2.1%

Held in common30.0%

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	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.27%	+2.0%	+16.7%	+19.3%	+20.5%	+11.3%	−7.1%	$814M
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	APFM	Invesco Dividend Achievers ETFRead Desk		0.52%	1.27%	+2.0%	+16.7%	+19.3%	+20.5%	+11.3%	−7.1%	$814M
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

PFM vs CGDV

PFM

Invesco Dividend Achievers

$17,084

CGDV

Capital Group Dividend Value

[…]

MeasurePFMCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.27%1.22%

5 years, per year+11.3%[…]

3 years, per year+20.5%+26.1%

Worst drop · 1Y−7.1%−9.7%

Volatility · 1Y9.6%12.6%

3–2measures won
PFM first

30.0%

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: PFM, CGDV

Today

30.0%most shared, PFM and CGDV

PFMCGDV

PFM—30.0%

CGDV30.0%—

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

Income After Fees on $10,000

$89most kept, CGDV

CGDV$122 − $33 = $89

PFM$127 − $52 = $75

KeptFee

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