Compare · 2 funds side by side · dividends reinvested

PFFD and SCHB

PFFDGlobal X×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

PFFD and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%6.99%−4.1%−4.0%+5.8%−1.9%−9.2%8.0%$1.8B1.8

Rank among the two1st → 2ndFee, 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: PFFD 2017 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.8B$9,089

PFFD

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested

PFFDMeasureSCHB

−4.1%Year to dateJan 1 → Nov 4+13.3%

−4.0%1 yearTotal return+13.3%

+5.8%3 years · per year$10,000 became $11,850 · $19,056+24.0%

−1.9%5 years · per year$10,000 became $9,089 · $17,270+11.5%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

6.99%Trailing 12-mo yield$699 · $104 a year on $10k1.04%

−9.2%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer13.1%

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

2–6SCHB wins

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

More Ways to See the Pairs

PFFD vs SCHB: Top 5 Holdings

Today

PFFD

[…]in top 5

SCHB

in top 524.4%

PFFDStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common[…]

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

PFFD vs SCHB Returns, Every Period

Global XPFFD

−1.9%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

PFFDSCHBFaded: behind in that period

0–4SCHB wins

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

PFFD vs SCHB

YTD

Global XPFFD

−4.1%

SCHBSchwab

+13.3%

−4.1%Year to date+13.3%

−9.2%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y13.1%

7.0%Yield1.0%

$1.8BAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: PFFD, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PFFD0.23%$23

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

Yields: PFFD, SCHB

6.99%highest, PFFD

FundTrailing yieldYield$10k

PFFD6.99%$699

SCHB1.04%$104

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

Income After Fees on $10,000

$676most kept, PFFD

PFFD$699 − $23 = $676

SCHB$104 − $3 = $101

KeptFee

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

Overlap: PFFD, SCHB

Today

[…]holdings […]

PFFDSCHB

PFFD—[…]

SCHB[…]—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

PFFDWorst drop−9.2%8.0% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

PFFDSCHB

−4.1%Year to date+13.3%

7.0%Yield1.0%

−4.0%Past year+13.3%

0.23%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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