FPE vs HFSI

AFPE

BHFSI

Measures won2–4HFSI wins · of 6 · 5Y

$10,000 · 5Y$11,308HFSI · FPE $11,159

Lowest cost0.49%HFSI · $49 on $10k

Most income6.31%FPE · $631 on $10k

Smallest drop−3.7%HFSI · worst fall in 1Y

Held in common0.1%FPE and HFSI

FPE

HFSI

First Trust Preferred Securities and Income ETF · $5.8BHartford Strategic Income ETF · $1.2B

+9.7%3 years · per year$13,185 · $12,936+9.0%

+2.2%5 years · per year$11,159 · $11,308+2.5%

0.83%Expense ratio$83 · $49 on $10k · lower wins0.49%

6.31%12-mo yield$631 · $580 on $10k5.80%

−4.4%Worst dropSmaller wins−3.7%

4.1%VolatilityLower wins3.7%

2–4HFSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPE · HFSI

0.2%MS-PQ0.0%

0.7%TMUSI0.0%

1.1%ESGRP0.0%

0.3%SOJF0.0%

Held in common0.1%

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	BHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.80%	+0.6%	+0.1%	+0.7%	+9.0%	+2.5%	−3.7%	$1.2B
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	BHFSI	Hartford Strategic Income ETFRead Desk		0.49%	5.80%	+0.6%	+0.1%	+0.7%	+9.0%	+2.5%	−3.7%	$1.2B
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 HFSI

FPE

First Trust Preferred Securities and Income

$11,159

HFSI

Hartford Strategic Income

$11,308

MeasureFPEHFSI

Fee0.83%0.49%

Cost on $10k a year$83$49

Yield6.31%5.80%

5 years, per year+2.2%+2.5%

3 years, per year+9.7%+9.0%

Worst drop · 1Y−4.4%−3.7%

Volatility · 1Y4.1%3.7%

4–2measures won
HFSI first

0.1%

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, HFSI

Today

0.1%most shared, FPE and HFSI

FPEHFSI

FPE—0.1%

HFSI0.1%—

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

HFSI$580 − $49 = $531

KeptFee

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