PFF vs CWB

APFF

BCWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · CWB $11,441

Lowest cost0.06%SCHD · $6 on $10k

Most income5.82%PFF · $582 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.6%PFF and CWB

PFF

CWB

iShares Preferred and Income Securities ETF · $11.5BState Street SPDR Bloomberg Convertible Securities ETF · $5.3B

+6.0%3 years · per year$11,893 · $14,832+14.0%

−0.6%5 years · per year$9,710 · $11,441+2.7%

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

5.82%12-mo yield$582 · $186 on $10k1.86%

−8.6%Worst dropSmaller wins−17.4%

8.1%VolatilityLower wins18.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFF · CWB

2.1%GOOGM2.1%

2.1%GOOGN2.1%

2.1%WFC-PL1.1%

1.9%SMCIP1.0%

Held in common9.6%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk	0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.82%	−2.0%	−4.8%	−3.9%	+6.0%	−0.6%	−8.6%	$11.5B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BCWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk	0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.82%	−2.0%	−4.8%	−3.9%	+6.0%	−0.6%	−8.6%	$11.5B

End-of-day Nov 5, 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

$9,710

CWB

SPDR Bloomberg Convertible Securities

$11,441

MeasurePFFCWB

Fee0.45%0.40%

Cost on $10k a year$45$40

Yield5.82%1.86%

5 years, per year−0.6%+2.7%

3 years, per year+6.0%+14.0%

Worst drop · 1Y−8.6%−17.4%

Volatility · 1Y8.1%18.0%

3–3measures won
level

9.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PFF, CWB, SCHD

Today

9.6%most shared, PFF and CWB

PFFCWBSCHD

PFF—9.6%0.7%

CWB9.6%—0.0%

SCHD0.7%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$537most kept, PFF

PFF$582 − $45 = $537

SCHD$298 − $6 = $292

CWB$186 − $40 = $146

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee