Compare · 3 funds side by side · dividends reinvested

PFF, FPE and CWB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,943CWB · best of the three

02 / 04

PFF, FPE and CWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.31%−1.3%−0.8%+9.7%+2.2%−4.4%4.1%$5.8B1.8

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.2%+15.3%+3.6%−15.4%17.8%$5.3B1.8

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.70%−2.9%−2.3%+6.8%−0.2%−8.2%7.8%$11.6B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PFF 2007 · FPE 2013 · CWB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Preferred and Income Securities ETF · $11.6B$9,910

PFF

FPE

First Trust Preferred Securities and Income ETF · $5.8B$11,159

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

PFFMeasureFPE

−2.9%Year to dateJan 1 → Nov 4−1.3%

−2.3%1 yearTotal return−0.8%

+6.8%3 years · per year$10,000 became $12,190 · $13,185+9.7%

−0.2%5 years · per year$10,000 became $9,910 · $11,159+2.2%

0.45%Expense ratio$45 · $83 a year on $10k · lower is better0.83%

5.70%Trailing 12-mo yield$570 · $631 a year on $10k6.31%

−8.2%Worst dropSmaller is better−4.4%

7.8%VolatilityLower is calmer4.1%

PFFFPE Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7FPE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFF vs FPE: Top 5 Holdings

Today

PFF

13.0%in top 5

FPE

in top 55.9%

PFFStockFPE

3.5%STRCnot top 5

3.2%BAnot top 5

2.1%WFC-PL1.6%

2.1%GOOGMnot top 5

2.1%SMCIPnot top 5

not top 5XELLL1.2%

not top 5ESGRP1.1%

not top 5CRBD1.1%

not top 5TMUSZ1.0%

Held in common11.9%

End-of-day Nov 4, 2026 · share of each fund

PFF vs FPE Returns, Every Period

iSharesPFF

−0.2%

5 years, per year

FPEFirst Trust

+2.2%

5 years, per year

PFFFPEFaded: behind in that period

0–4FPE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PFF vs FPE

YTD

iSharesPFF

−2.9%

FPEFirst Trust

−1.3%

−2.9%Year to date−1.3%

−8.2%Worst drop · 1Y−4.4%

7.8%Volatility · 1Y4.1%

5.7%Yield6.3%

$11.6BAssets$5.8B

4–0FPE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFF, FPE, CWB

Today

0.40%lowest, CWB

FundExpense ratioFee$10k

CWB0.40%$40

PFF0.45%$45

FPE0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFF, FPE, CWB

6.31%highest, FPE

FundTrailing yieldYield$10k

FPE6.31%$631

PFF5.70%$570

CWB1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$548most kept, FPE

FPE$631 − $83 = $548

PFF$570 − $45 = $525

CWB$180 − $40 = $140

KeptFee

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

Overlap: PFF, FPE, CWB

Today

11.9%most shared, PFF and FPE

PFFFPECWB

PFF—11.9%9.6%

FPE11.9%—1.1%

CWB9.6%1.1%—

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

Return vs Bumpiness: 3 ETFs

+2.2%CWB, at 17.8% volatility

FPEWorst drop−4.4%4.1% vol

PFFWorst drop−8.2%7.8% vol

CWBWorst drop−15.4%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FPECWB

−1.3%Year to date+6.5%

6.3%Yield1.8%

−0.8%Past year+2.2%

0.83%Fee0.40%

3–1CWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026