PQDI vs CGDV

APQDI

BCGDV

Measures won3–2PQDI wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PQDI $11,442

Lowest cost0.06%SCHD · $6 on $10k

Most income5.90%PQDI · $590 on $10k

Smallest drop−3.4%PQDI · worst fall in 1Y

Held in common0.0%PQDI and CGDV

PQDI

CGDV

Principal Spectrum Preferred and Income ETF · $122MCapital Group Dividend Value ETF · $39.0B

+8.8%3 years · per year$12,871 · $20,044+26.1%

+2.7%5 years · per year$11,442 · […][…]

0.60%Expense ratio$60 · $33 on $10k · lower wins0.33%

5.90%12-mo yield$590 · $122 on $10k1.22%

−3.4%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins12.6%

3–2PQDI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPQDI · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M
3	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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M
3	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

PQDI vs CGDV

PQDI

Principal Spectrum Preferred and Income

$11,442

CGDV

Capital Group Dividend Value

[…]

MeasurePQDICGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield5.90%1.22%

5 years, per year+2.7%[…]

3 years, per year+8.8%+26.1%

Worst drop · 1Y−3.4%−9.7%

Volatility · 1Y3.7%12.6%

3–2measures won
PQDI first

0.0%

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: PQDI, CGDV, SCHD

Today

5.7%most shared, CGDV and SCHD

PQDICGDVSCHD

PQDI—0.0%0.1%

CGDV0.0%—5.7%

SCHD0.1%5.7%—

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

Income After Fees on $10,000

$530most kept, PQDI

PQDI$590 − $60 = $530

SCHD$291 − $6 = $285

CGDV$122 − $33 = $89

KeptFee

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