PFM vs CGDV

APFM

BCGDV

Measures won3–2PFM wins · of 6 · 5Y

$10,000 · 5Y$16,356PFM · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common29.9%PFM and CGDV

PFM

CGDV

Invesco Dividend Achievers ETF · $830MCapital Group Dividend Value ETF · $39.5B

+18.5%3 years · per year$16,650 · $18,840+23.5%

+10.3%5 years · per year$16,356 · […][…]

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

1.31%12-mo yield$131 · $127 on $10k1.27%

−7.1%Worst dropSmaller wins−9.7%

10.1%VolatilityLower wins13.4%

3–2PFM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFM · CGDV

4.2%MSFT7.0%

3.1%AVGO4.0%

3.2%JPM2.2%

4.5%LLY2.1%

Held in common29.9%

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	APFM	Invesco Dividend Achievers ETFRead Desk	0.52%	1.31%	−0.4%	+12.6%	+14.8%	+18.5%	+10.3%	−7.1%	$830M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	APFM	Invesco Dividend Achievers ETFRead Desk	0.52%	1.31%	−0.4%	+12.6%	+14.8%	+18.5%	+10.3%	−7.1%	$830M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

PFM vs CGDV

PFM

Invesco Dividend Achievers

$16,356

CGDV

Capital Group Dividend Value

[…]

MeasurePFMCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.31%1.27%

5 years, per year+10.3%[…]

3 years, per year+18.5%+23.5%

Worst drop · 1Y−7.1%−9.7%

Volatility · 1Y10.1%13.4%

2–2measures won
level

29.9%

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: PFM, CGDV, SCHD

Today

29.9%most shared, PFM and CGDV

PFMCGDVSCHD

PFM—29.9%17.4%

CGDV29.9%—5.9%

SCHD17.4%5.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

PFM$131 − $52 = $79

KeptFee

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