Compare · 3 funds side by side · dividends reinvested

PFF, FPE and SCHD

PFFiShares×FPEFirst Trust×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

PFF, FPE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.9B1.8

iShares Preferred and Income Securities ETFIncome · Dividend stocks0.45%5.79%−4.4%−3.9%+5.5%−0.6%−8.6%8.1%$11.5B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: PFF 2007 · FPE 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Preferred and Income Securities ETF · $11.5B$9,715

PFF

FPE

First Trust Preferred Securities and Income ETF · $5.9B$11,141

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

PFFMeasureFPE

−4.4%Year to dateJan 1 → Nov 6−1.6%

−3.9%1 yearTotal return−1.0%

+5.5%3 years · per year$10,000 became $11,726 · $12,986+9.1%

−0.6%5 years · per year$10,000 became $9,715 · $11,141+2.2%

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

5.79%Trailing 12-mo yield$579 · $633 a year on $10k6.33%

−8.6%Worst dropSmaller is better−4.4%

8.1%VolatilityLower is calmer4.2%

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

1–7FPE wins

End-of-day Nov 6, 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

13.1%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%GOOGNnot top 5

not top 5XELLL1.2%

not top 5CRBD1.1%

not top 5ESGRP1.1%

not top 5TMUSZ1.0%

Held in common12.2%

End-of-day Nov 6, 2026 · share of each fund

PFF vs FPE Returns, Every Period

iSharesPFF

−0.6%

5 years, per year

FPEFirst Trust

+2.2%

5 years, per year

PFFFPEFaded: behind in that period

0–4FPE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PFF vs FPE

YTD

iSharesPFF

−4.4%

FPEFirst Trust

−1.6%

−4.4%Year to date−1.6%

−8.6%Worst drop · 1Y−4.4%

8.1%Volatility · 1Y4.2%

5.8%Yield6.3%

$11.5BAssets$5.9B

4–0FPE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFF, FPE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFF0.45%$45

FPE0.83%$83

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFF, FPE, SCHD

6.33%highest, FPE

FundTrailing yieldYield$10k

FPE6.33%$633

PFF5.79%$579

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

PFF$579 − $45 = $534

SCHD$300 − $6 = $294

KeptFee

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

Overlap: PFF, FPE, SCHD

Today

12.2%most shared, PFF and FPE

PFFFPESCHD

PFF—12.2%0.7%

FPE12.2%—0.0%

SCHD0.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

FPEWorst drop−4.4%4.2% vol

PFFWorst drop−8.6%8.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FPESCHD

−1.6%Year to date+31.4%

6.3%Yield3.0%

−1.0%Past year+37.0%

0.83%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026