Compare · 3 funds side by side · dividends reinvested

PFXF, JHPI and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomePFXF · 6.58% · $658 a year on $10k

Story of the three · RiskSmallest drop

PFXF, JHPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

John Hancock Investments - Preferred Income ETFIncome · Dividend stocks0.54%6.24%−1.6%−1.2%+7.6%[…]−3.9%3.8%$231M1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$2.1B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: PFXF 2012 · JHPI 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHD

More Ways to See the Pairs

SCHD vs PFXF: Top 5 Holdings

Today

SCHD

21.8%in top 5

PFXF

in top 523.7%

SCHDStockPFXF

not top 5STRC7.5%

4.8%TXNnot top 5

not top 5GOOGM4.7%

not top 5GOOGN4.7%

not top 5SMCIP

Cost, Income and Risk

Fees: PFXF, JHPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFXF0.40%$40

JHPI0.54%$54

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

PFXF

+34.9%Year to dateJan 1 → Nov 13−3.6%

+37.5%1 yearTotal return−2.2%

+20.2%3 years · per year$10,000 became $17,374 · $12,215+6.9%

+10.4%5 years · per year$10,000 became $16,418 · $10,524+1.0%

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

2.92%Trailing 12-mo yield$292 · $658 a year on $10k6.58%

−6.9%Worst dropSmaller is better−12.1%

11.7%VolatilityLower is calmer11.5%

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

6–2SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.5%

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

not top 5DUKU2.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs PFXF Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

PFXFVanEck

+1.0%

5 years, per year

SCHDPFXFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Sector: SCHD vs PFXF

YTD

SchwabSCHD

+34.9%

PFXFVanEck

−3.6%

+34.9%Year to date−3.6%

−6.9%Worst drop · 1Y−12.1%

11.7%Volatility · 1Y11.5%

2.9%Yield6.6%

$124BAssets$2.1B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: PFXF, JHPI, SCHD

1Y

6.58%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.58%$658

JHPI6.24%$624

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$618most kept, PFXF

PFXF$658 − $40 = $618

JHPI$624 − $54 = $570

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PFXF, JHPI, SCHD

Today

9.8%most shared, PFXF and JHPI

PFXFJHPISCHD

PFXF—9.8%0.0%

JHPI9.8%—0.6%

SCHD0.0%0.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JHPIWorst drop−3.9%3.8% vol

PFXFWorst drop−12.1%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSCHD

−3.6%Year to date+34.9%

6.6%Yield2.9%

−2.2%Past year+37.5%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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PFXF, JHPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PFXF, JHPI, SCHD