FPE vs HFSI

AFPE

BHFSI

Measures won2–4HFSI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · HFSI $11,328

Lowest cost0.06%SCHD · $6 on $10k

Most income6.33%FPE · $633 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 · $5.9BHartford Strategic Income ETF · $1.2B

+9.1%3 years · per year$12,986 · $12,797+8.6%

+2.2%5 years · per year$11,141 · $11,328+2.5%

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

6.33%12-mo yield$633 · $580 on $10k5.80%

−4.4%Worst dropSmaller wins−3.7%

4.2%VolatilityLower wins3.7%

2–4HFSI wins

$10,000 · 5 yearsAll three, one 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 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.80%	−0.1%	0.0%	+1.0%	+8.6%	+2.5%	−3.7%	$1.2B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BHFSI	Hartford Strategic Income ETFRead Desk	0.49%	5.80%	−0.1%	0.0%	+1.0%	+8.6%	+2.5%	−3.7%	$1.2B
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 HFSI

FPE

First Trust Preferred Securities and Income

$11,141

HFSI

Hartford Strategic Income

$11,328

MeasureFPEHFSI

Fee0.83%0.49%

Cost on $10k a year$83$49

Yield6.33%5.80%

5 years, per year+2.2%+2.5%

3 years, per year+9.1%+8.6%

Worst drop · 1Y−4.4%−3.7%

Volatility · 1Y4.2%3.7%

4–2measures won
HFSI first

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FPE, HFSI, SCHD

Today

0.1%most shared, FPE and HFSI

FPEHFSISCHD

FPE—0.1%0.0%

HFSI0.1%—0.0%

SCHD0.0%0.0%—

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

HFSI$580 − $49 = $531

SCHD$300 − $6 = $294

KeptFee

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