FPE vs CWB

AFPE

BCWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,943CWB · FPE $11,159

Lowest cost0.40%CWB · $40 on $10k

Most income6.31%FPE · $631 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common1.1%FPE and CWB

FPE

CWB

First Trust Preferred Securities and Income ETF · $5.8BState Street SPDR Bloomberg Convertible Securities ETF · $5.3B

+9.7%3 years · per year$13,185 · $15,346+15.3%

+2.2%5 years · per year$11,159 · $11,943+3.6%

0.83%Expense ratio$83 · $40 on $10k · lower wins0.40%

6.31%12-mo yield$631 · $180 on $10k1.80%

−4.4%Worst dropSmaller wins−15.4%

4.1%VolatilityLower wins17.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPE · CWB

1.6%WFC-PL1.1%

Held in common1.1%

End-of-day Nov 4, 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	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B
2	AFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPE vs CWB

FPE

First Trust Preferred Securities and Income

$11,159

CWB

SPDR Bloomberg Convertible Securities

$11,943

MeasureFPECWB

Fee0.83%0.40%

Cost on $10k a year$83$40

Yield6.31%1.80%

5 years, per year+2.2%+3.6%

3 years, per year+9.7%+15.3%

Worst drop · 1Y−4.4%−15.4%

Volatility · 1Y4.1%17.8%

3–3measures won
level

1.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPE, CWB

Today

1.1%most shared, FPE and CWB

FPECWB

FPE—1.1%

CWB1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$548most kept, FPE

FPE$631 − $83 = $548

CWB$180 − $40 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee