Compare · 3 funds side by side · dividends reinvested

PGX, EVPF and SCHD

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

02 / 04

PGX, EVPF 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%$120B1.4

Invesco Preferred ETFUnsorted0.50%6.89%−6.8%−7.5%+4.3%−2.3%−10.4%6.4%$3.6B1.9

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.76%[…][…][…][…][…][…]$58M2.0

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: PGX 2008 · EVPF 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Preferred ETF · $3.6B$8,882

PGX

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

PGXMeasureEVPF

−6.8%Year to dateJan 1 → Nov 6[…]

−7.5%1 yearTotal return[…]

+4.3%3 years · per year$10,000 became $11,336 · […][…]

−2.3%5 years · per year$10,000 became $8,882 · […][…]

0.50%Expense ratio$50 · $20 a year on $10k · lower is better0.20%

6.89%Trailing 12-mo yield$689 · $376 a year on $10k3.76%

−10.4%Worst dropSmaller is better[…]

6.4%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PGX vs EVPF: Top 5 Holdings

Today

PGX

7.2%in top 5

EVPF

in top 55.9%

PGXStockEVPF

1.7%JPM-PCnot top 5

1.5%JPM-PDnot top 5

not top 5AHL1.5%

1.4%WFC-PZnot top 5

1.3%JPM-PMnot top 5

not top 5FITB-PM1.3%

1.3%JPM-PLnot top 5

not top 5KEY-PL1.3%

not top 5SYF-PB1.0%

not top 5ATH-PA0.9%

Held in common9.0%

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

PGX vs EVPF Returns, Every Period

InvescoPGX

−7.5%

past year

EVPFEaton Vance

[…]

past year

Returns […]

PGXEVPFFaded: behind in that period

0–0Level

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

Unsorted vs Income: PGX vs EVPF

YTD

InvescoPGX

−6.8%

EVPFEaton Vance

[…]

−6.8%Year to date[…]

−10.4%Worst drop · 1Y[…]

6.4%Volatility · 1Y[…]

6.9%Yield3.8%

$3.6BAssets$58.1M

1–0PGX wins

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

Cost, Income and Risk

Fees: PGX, EVPF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EVPF0.20%$20

PGX0.50%$50

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

Yields: PGX, EVPF, SCHD

6.89%highest, PGX

FundTrailing yieldYield$10k

PGX6.89%$689

EVPF3.76%$376

SCHD3.00%$300

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

Income After Fees on $10,000

$639most kept, PGX

PGX$689 − $50 = $639

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

KeptFee

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

Overlap: PGX, EVPF, SCHD

Today

9.0%most shared, PGX and EVPF

PGXEVPFSCHD

PGX—9.0%0.0%

EVPF9.0%—0.0%

SCHD0.0%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

PGXWorst drop−10.4%6.4% vol

SCHDWorst drop−6.9%11.7% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

PGXSCHD

−6.8%Year to date+31.4%

6.9%Yield3.0%

−7.5%Past year+37.0%

0.50%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026