PGJ vs CGRO

APGJ

BCGRO

Measures won1–4CGRO wins · of 6 · 5Y

$10,000 · 5Y$5,307PGJ

Lowest cost0.70%PGJ · $70 on $10k

Most income31.30%CGRO · $3,130 on $10k

Smallest drop−33.3%CGRO · worst fall in 1Y

Held in common16.0%PGJ and CGRO

PGJ

CGRO

Invesco Golden Dragon China ETF · $78MCoreValues Alpha Greater China Growth ETF · $2M

−2.3%3 years · per year$9,327 · $10,636+2.1%

−11.9%5 years · per year$5,307 · […][…]

0.70%Expense ratio$70 · $85 on $10k · lower wins0.85%

2.02%12-mo yield$202 · $3,130 on $10k31.30%

−33.7%Worst dropSmaller wins−33.3%

23.0%VolatilityLower wins21.3%

1–4CGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsPGJ · CGRO

7.8%BABA10.0%

6.7%NTES2.8%

2.4%ATAT1.5%

3.2%NIO1.4%

Held in common16.0%

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

Both

5Y2 funds

#			Trend
1	APGJ	Invesco Golden Dragon China ETFRead Desk		0.70%	2.02%	+0.2%	−25.1%	−31.8%	−2.3%	−11.9%	−33.7%	$78M
2	BCGRO	CoreValues Alpha Greater China Growth ETFRead Desk		0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

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

Both

5Y2 funds

#			Trend
1	APGJ	Invesco Golden Dragon China ETFRead Desk		0.70%	2.02%	+0.2%	−25.1%	−31.8%	−2.3%	−11.9%	−33.7%	$78M
2	BCGRO	CoreValues Alpha Greater China Growth ETFRead Desk		0.85%	31.30%	0.0%	−26.3%	−32.2%	+2.1%	new	−33.3%	$2M

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

PGJ vs CGRO

PGJ

Invesco Golden Dragon China

$5,307

CGRO

CoreValues Alpha Greater China Growth

[…]

MeasurePGJCGRO

Fee0.70%0.85%

Cost on $10k a year$70$85

Yield2.02%31.30%

5 years, per year−11.9%[…]

3 years, per year−2.3%+2.1%

Worst drop · 1Y−33.7%−33.3%

Volatility · 1Y23.0%21.3%

4–1measures won
CGRO first

16.0%

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: PGJ, CGRO

Today

16.0%most shared, PGJ and CGRO

PGJCGRO

PGJ—16.0%

CGRO16.0%—

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

Income After Fees on $10,000

$3,045most kept, CGRO

CGRO$3,130 − $85 = $3,045

PGJ$202 − $70 = $132

KeptFee

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