PQDI vs CGDV

APQDI

BCGDV

Measures won3–2PQDI wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PQDI $11,418

Lowest cost0.04%VIG · $4 on $10k

Most income5.92%PQDI · $592 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 · $123MCapital Group Dividend Value ETF · $39.5B

+8.5%3 years · per year$12,766 · $18,840+23.5%

+2.7%5 years · per year$11,418 · […][…]

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

5.92%12-mo yield$592 · $127 on $10k1.27%

−3.4%Worst dropSmaller wins−9.7%

3.8%VolatilityLower wins13.4%

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 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M
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

PQDI vs CGDV

PQDI

Principal Spectrum Preferred and Income

$11,418

CGDV

Capital Group Dividend Value

[…]

MeasurePQDICGDV

Fee0.60%0.33%

Cost on $10k a year$60$33

Yield5.92%1.27%

5 years, per year+2.7%[…]

3 years, per year+8.5%+23.5%

Worst drop · 1Y−3.4%−9.7%

Volatility · 1Y3.8%13.4%

3–2measures won
PQDI first

0.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: PQDI, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

PQDICGDVVIG

PQDI—0.0%0.5%

CGDV0.0%—29.4%

VIG0.5%29.4%—

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

Income After Fees on $10,000

$532most kept, PQDI

PQDI$592 − $60 = $532

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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