PFF vs CWB

APFF

BCWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,943CWB · PFF $9,910

Lowest cost0.40%CWB · $40 on $10k

Most income5.70%PFF · $570 on $10k

Smallest drop−8.2%PFF · worst fall in 1Y

Held in common9.6%PFF and CWB

PFF

CWB

iShares Preferred and Income Securities ETF · $11.6BState Street SPDR Bloomberg Convertible Securities ETF · $5.3B

+6.8%3 years · per year$12,190 · $15,346+15.3%

−0.2%5 years · per year$9,910 · $11,943+3.6%

0.45%Expense ratio$45 · $40 on $10k · lower wins0.40%

5.70%12-mo yield$570 · $180 on $10k1.80%

−8.2%Worst dropSmaller wins−15.4%

7.8%VolatilityLower wins17.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · CWB

2.1%GOOGM2.0%

2.1%GOOGN2.0%

2.1%WFC-PL1.1%

2.1%SMCIP1.1%

Held in common9.6%

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	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.70%	+1.6%	−2.9%	−2.3%	+6.8%	−0.2%	−8.2%	$11.6B

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	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.80%	0.0%	+6.5%	+2.2%	+15.3%	+3.6%	−15.4%	$5.3B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.70%	+1.6%	−2.9%	−2.3%	+6.8%	−0.2%	−8.2%	$11.6B

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

PFF vs CWB

PFF

iShares Preferred and Income Securities

$9,910

CWB

SPDR Bloomberg Convertible Securities

$11,943

MeasurePFFCWB

Fee0.45%0.40%

Cost on $10k a year$45$40

Yield5.70%1.80%

5 years, per year−0.2%+3.6%

3 years, per year+6.8%+15.3%

Worst drop · 1Y−8.2%−15.4%

Volatility · 1Y7.8%17.8%

3–3measures won
level

9.6%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PFF, CWB

Today

9.6%most shared, PFF and CWB

PFFCWB

PFF—9.6%

CWB9.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, PFF

PFF$570 − $45 = $525

CWB$180 − $40 = $140

KeptFee

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