KRE vs PFXF

AKRE

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,679KRE · PFXF $10,643

Lowest cost0.35%KRE · $35 on $10k

Most income6.54%PFXF · $654 on $10k

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

Held in common0.0%KRE and PFXF

KRE

PFXF

State Street SPDR S&P Regional Banking ETF · $4.7BVanEck Preferred Securities ex Financials ETF · $2.1B

+25.3%3 years · per year$19,657 · $12,617+8.1%

+3.2%5 years · per year$11,679 · $10,643+1.3%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

2.23%12-mo yield$223 · $654 on $10k6.54%

−15.0%Worst dropSmaller wins−11.8%

20.7%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsKRE · PFXF

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

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

Both

5Y2 funds

#			Trend
1	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.23%	−0.2%	+13.3%	+22.0%	+25.3%	+3.2%	−15.0%	$4.7B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

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

KRE vs PFXF

KRE

SPDR S&P Regional Banking

$11,679

PFXF

VanEck Preferred Securities ex Financials

$10,643

MeasureKREPFXF

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield2.23%6.54%

5 years, per year+3.2%+1.3%

3 years, per year+25.3%+8.1%

Worst drop · 1Y−15.0%−11.8%

Volatility · 1Y20.7%11.4%

3–3measures won
level

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: KRE, PFXF

Today

0.0%most shared, KRE and PFXF

KREPFXF

KRE—0.0%

PFXF0.0%—

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

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

KRE$223 − $35 = $188

KeptFee

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