FPE vs CWB

AFPE

BCWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · CWB $11,441

Lowest cost0.09%SGOV · $9 on $10k

Most income6.33%FPE · $633 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common1.1%FPE and CWB

FPE

CWB

First Trust Preferred Securities and Income ETF · $5.9BState Street SPDR Bloomberg Convertible Securities ETF · $5.3B

+9.1%3 years · per year$12,986 · $14,832+14.0%

+2.2%5 years · per year$11,141 · $11,441+2.7%

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

6.33%12-mo yield$633 · $186 on $10k1.86%

−4.4%Worst dropSmaller wins−17.4%

4.2%VolatilityLower wins18.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPE · CWB

1.6%WFC-PL1.1%

Held in common1.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk	0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
3	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk	0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
3	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

End-of-day Nov 6, 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

$11,141

CWB

SPDR Bloomberg Convertible Securities

$11,441

MeasureFPECWB

Fee0.83%0.40%

Cost on $10k a year$83$40

Yield6.33%1.86%

5 years, per year+2.2%+2.7%

3 years, per year+9.1%+14.0%

Worst drop · 1Y−4.4%−17.4%

Volatility · 1Y4.2%18.0%

3–3measures won
level

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FPE, CWB, SGOV

Today

1.1%most shared, FPE and CWB

FPECWBSGOV

FPE—1.1%[…]

CWB1.1%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

SGOV$363 − $9 = $354

CWB$186 − $40 = $146

KeptFee

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