PFXF vs IYF

APFXF

BIYF

Measures won3–3level · of 6 · YTD

$10,000 · YTD$10,376IYF · PFXF $9,799

Lowest cost0.37%IYF · $37 on $10k

Most income6.48%PFXF · $648 on $10k

Smallest drop−11.1%PFXF · worst fall in 1Y

Held in common0.0%PFXF and IYF

YTD

PFXF

IYF

VanEck Preferred Securities ex Financials ETF · $2.2BiShares U.S. Financials ETF · $3.8B

−2.0%Year to dateJan 1 → Nov 3+3.8%

−0.1%1 yearTotal return+9.6%

0.40%Expense ratio$40 · $37 on $10k · lower wins0.37%

6.48%12-mo yield$648 · $147 on $10k1.47%

−11.1%Worst dropSmaller wins−13.9%

11.1%VolatilityLower wins14.5%

3–3Level

$10,000 · since Jan 1One scale

Shared top holdingsPFXF · IYF

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

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.48%	+0.5%	−2.0%	−0.1%	+9.3%	+1.5%	−11.1%	$2.2B

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

Both

YTD2 funds

#			Trend
1	BIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.48%	+0.5%	−2.0%	−0.1%	+9.3%	+1.5%	−11.1%	$2.2B

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

Cards for this view

PFXF vs IYF

PFXF

VanEck Preferred Securities ex Financials

$9,994

IYF

iShares U.S. Financials

$10,960

MeasurePFXFIYF

Fee0.40%0.37%

Cost on $10k a year$40$37

Yield6.48%1.47%

5 years, per year+1.5%+9.8%

3 years, per year+9.3%+25.0%

Worst drop · 1Y−11.1%−13.9%

Volatility · 1Y11.1%14.5%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PFXF, IYF

Today

0.0%most shared, PFXF and IYF

PFXFIYF

PFXF—0.0%

IYF0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$608most kept, PFXF

PFXF$648 − $40 = $608

IYF$147 − $37 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee