PREF vs CGDV

APREF

BCGDV

Measures won3–2PREF wins · of 6 · 5Y

$10,000 · 5Y$11,396PREF

Lowest cost0.33%CGDV · $33 on $10k

Most income5.03%PREF · $503 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and CGDV

PREF

CGDV

Principal Spectrum Preferred Securities Active ETF · $1.9BCapital Group Dividend Value ETF · $37.8B

+8.6%3 years · per year$12,812 · $18,754+23.3%

+2.6%5 years · per year$11,396 · […][…]

0.55%Expense ratio$55 · $33 on $10k · lower wins0.33%

5.03%12-mo yield$503 · $124 on $10k1.24%

−2.9%

End-of-day Nov 10, 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	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PREF vs CGDV

PREF

Principal Spectrum Preferred Securities Active

$11,396

CGDV

Capital Group Dividend Value

[…]

MeasurePREFCGDV

Fee0.55%0.33%

Cost on $10k a year$55$33

Yield5.03%1.24%

5 years, per year+2.6%[…]

3 years, per year+8.6%+23.3%

Worst drop · 1Y−2.9%−9.7%

Volatility · 1Y3.4%

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PREF vs CGDV

Both

Both

$10,000 in PREF, CGDV

Overlap: PREF, CGDV

PREF vs CGDV

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Overlap: PREF, CGDV

Income After Fees on $10,000