PFXF vs SCHD

APFXF

BSCHD

Measures won2–4SCHD wins · of 6 · 3Y

$10,000 · 3Y$17,123SCHD · PFXF $12,500

Lowest cost0.03%BND · $3 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%PFXF and SCHD

PFXF

SCHD

VanEck Preferred Securities ex Financials ETF · $2.1BSchwab U.S. Dividend Equity ETF · $122B

+7.7%3 years · per year$12,500 · $17,123+19.6%

+1.4%5 years · per year$10,726 · $16,459+10.5%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

6.47%12-mo yield$647 · $296 on $10k2.96%

−11.8%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsPFXF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFXF vs SCHD

PFXF

VanEck Preferred Securities ex Financials

$12,500

SCHD

Schwab U.S. Dividend Equity

$17,123

MeasurePFXFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield6.47%2.96%

5 years, per year+1.4%+10.5%

3 years, per year+7.7%+19.6%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y11.4%11.8%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 three years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

Overlap: PFXF, MUB, SCHD, BND

Today

0.0%most shared, PFXF and SCHD

PFXFMUBSCHDBND

PFXF—[…]0.0%[…]

MUB[…]—[…][…]

SCHD0.0%[…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

BND$412 − $3 = $409

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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