IYF vs PFXF

AIYF

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,248IYF · PFXF $10,726

Lowest cost0.37%IYF · $37 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−11.8%PFXF · worst fall in 1Y

Held in common0.0%IYF and PFXF

IYF

PFXF

iShares U.S. Financials ETF · $3.8BVanEck Preferred Securities ex Financials ETF · $2.1B

+23.3%3 years · per year$18,751 · $12,500+7.7%

+10.2%5 years · per year$16,249 · $10,726+1.4%

0.37%Expense ratio$37 · $40 on $10k · lower wins0.40%

1.45%12-mo yield$145 · $647 on $10k6.47%

−13.9%Worst dropSmaller wins−11.8%

15.2%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · PFXF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.45%	+1.8%	+5.3%	+11.1%	+23.3%	+10.2%	−13.9%	$3.8B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYF vs PFXF

IYF

iShares U.S. Financials

$16,248

PFXF

VanEck Preferred Securities ex Financials

$10,726

MeasureIYFPFXF

Fee0.37%0.40%

Cost on $10k a year$37$40

Yield1.45%6.47%

5 years, per year+10.2%+1.4%

3 years, per year+23.3%+7.7%

Worst drop · 1Y−13.9%−11.8%

Volatility · 1Y15.2%11.4%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IYF, PFXF

Today

0.0%most shared, IYF and PFXF

IYFPFXF

IYF—0.0%

PFXF0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

IYF$145 − $37 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee