EVPF vs PGF

AEVPF

BPGF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$8,959PGF

Lowest cost0.20%EVPF · $20 on $10k

Most income6.90%PGF · $690 on $10k

Smallest drop−9.6%PGF · worst fall in 1Y

Held in common12.4%EVPF and PGF

EVPF

PGF

Eaton Vance Preferred Securities and Income ETF · $58MInvesco Financial Preferred ETF · $595M

[…]3 years · per year[…] · $11,490+4.7%

[…]5 years · per year[…] · $8,959−2.2%

0.20%Expense ratio$20 · $56 on $10k · lower wins0.56%

3.77%12-mo yield$377 · $690 on $10k6.90%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins6.5%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsEVPF · PGF

1.3%KEY-PL1.3%

1.0%SYF-PB1.1%

0.9%ATH-PA1.6%

0.9%SCHW-PD1.4%

Held in common12.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BPGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.90%	−1.3%	−6.3%	−6.8%	+4.7%	−2.2%	−9.6%	$595M
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

Both

5Y2 funds

#			Trend
1	BPGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.90%	−1.3%	−6.3%	−6.8%	+4.7%	−2.2%	−9.6%	$595M
2	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

Cards for this view

EVPF vs PGF

EVPF

Eaton Vance Preferred Securities and Income

[…]

PGF

Invesco Financial Preferred

$8,959

MeasureEVPFPGF

Fee0.20%0.56%

Cost on $10k a year$20$56

Yield3.77%6.90%

5 years, per year[…]−2.2%

3 years, per year[…]+4.7%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]6.5%

1–1measures won
level

12.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EVPF, PGF

Today

12.4%most shared, EVPF and PGF

EVPFPGF

EVPF—12.4%

PGF12.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$634most kept, PGF

PGF$690 − $56 = $634

EVPF$377 − $20 = $357

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee