Compare · 4 funds side by side · dividends reinvested

PFXF, GTO, JHPI and SGOV

PFXFVanEck×GTOInvesco×JHPIJohn Hancock×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,091SGOV · best of the four

02 / 04

PFXF, GTO, JHPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

John Hancock Investments - Preferred Income ETFIncome · Dividend stocks0.54%6.14%−0.0%+0.7%+8.5%[…]−3.8%3.7%$228M2.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.47%−2.0%+0.6%+7.7%+1.4%−11.8%11.4%$2.1B2.9

Invesco Total Return Bond ETFBonds & Cash · Core aggregate0.35%4.92%−0.2%+0.4%+5.6%−0.2%−4.5%3.6%$2.6B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PFXF 2012 · GTO 2016 · JHPI 2021 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.1B$10,726

PFXF

GTO

Invesco Total Return Bond ETF · $2.6B$9,911

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PFXFMeasureGTO

−2.0%Year to dateJan 1 → Nov 9−0.2%

+0.6%1 yearTotal return+0.4%

+7.7%3 years · per year$10,000 became $12,500 · $11,760+5.6%

+1.4%5 years · per year$10,000 became $10,726 · $9,911−0.2%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.47%Trailing 12-mo yield$647 · $492 a year on $10k4.92%

−11.8%Worst dropSmaller is better−4.5%

11.4%VolatilityLower is calmer3.6%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs GTO: Top 5 Holdings

Today

PFXF

23.5%in top 5

GTO

in top 53.4%

PFXFStockGTO

7.6%STRCnot top 5

4.7%GOOGNnot top 5

4.7%GOOGMnot top 5

4.3%SMCIPnot top 5

2.3%DUKUnot top 5

not top 5AGPXX2.2%

not top 5ISDB0.6%

not top 5GTOC0.3%

not top 5GTOQ0.1%

not top 5METAM0.1%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

PFXF vs GTO Returns, Every Period

VanEckPFXF

+1.4%

5 years, per year

GTOInvesco

−0.2%

5 years, per year

PFXFGTOFaded: behind in that period

3–1PFXF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JHPI

YTD

VanEckPFXF

−2.0%

JHPIJohn Hancock

−0.0%

−2.0%Year to date−0.0%

−11.8%Worst drop · 1Y−3.8%

11.4%Volatility · 1Y3.7%

6.5%Yield6.1%

$2.1BAssets$228M

3–1JHPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, GTO, JHPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

GTO0.35%$35

PFXF0.40%$40

JHPI0.54%$54

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PFXF, GTO, JHPI, SGOV

6.47%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.47%$647

JHPI6.14%$614

GTO4.92%$492

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

JHPI$614 − $54 = $560

GTO$492 − $35 = $457

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PFXF, GTO, JHPI, SGOV

Today

10.2%most shared, PFXF and JHPI

PFXFGTOJHPISGOV

PFXF—0.1%10.2%[…]

GTO0.1%—0.2%[…]

JHPI10.2%0.2%—[…]

SGOV[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

GTOWorst drop−4.5%3.6% vol

JHPIWorst drop−3.8%3.7% vol

PFXFWorst drop−11.8%11.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSGOV

−2.0%Year to date+3.2%

6.5%Yield3.6%

+0.6%Past year+3.8%

0.40%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026