PFM vs CGDV

APFM

BCGDV

Measures won3–2PFM wins · of 6 · 5Y

$10,000 · 5Y$16,704PFM · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common29.8%PFM and CGDV

PFM

CGDV

Invesco Dividend Achievers ETF · $808MCapital Group Dividend Value ETF · $37.8B

+18.7%3 years · per year$16,704 · $18,934+23.7%

+10.8%5 years · per year$16,704 · […][…]

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

1.28%12-mo yield$128 · $124 on $10k1.24%

−7.1%Worst dropSmaller wins−9.7%

10.3%VolatilityLower wins13.5%

3–2PFM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFM · CGDV

4.2%MSFT6.9%

3.1%AVGO4.0%

3.2%JPM2.2%

4.5%LLY2.1%

Held in common29.8%

End-of-day Nov 9, 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%	1.28%	+2.2%	+15.1%	+17.8%	+18.7%	+10.8%	−7.1%	$808M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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%	1.28%	+2.2%	+15.1%	+17.8%	+18.7%	+10.8%	−7.1%	$808M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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

$16,704

CGDV

Capital Group Dividend Value

[…]

MeasurePFMCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.28%1.24%

5 years, per year+10.8%[…]

3 years, per year+18.7%+23.7%

Worst drop · 1Y−7.1%−9.7%

Volatility · 1Y10.3%13.5%

3–2measures won
PFM first

29.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFM, CGDV, VIG

Today

84.3%most shared, PFM and VIG

PFMCGDVVIG

PFM—29.8%84.3%

CGDV29.8%—29.4%

VIG84.3%29.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

PFM$128 − $52 = $76

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee