PFF vs FPE

APFF

BFPE

Measures won1–5FPE wins · of 6 · 5Y

$10,000 · 5Y$11,159FPE · PFF $9,910

Lowest cost0.45%PFF · $45 on $10k

Most income6.31%FPE · $631 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common11.9%PFF and FPE

PFF

FPE

iShares Preferred and Income Securities ETF · $11.7BFirst Trust Preferred Securities and Income ETF · $5.8B

+6.8%3 years · per year$12,190 · $13,185+9.7%

−0.2%5 years · per year$9,910 · $11,159+2.2%

0.45%Expense ratio$45 · $83 on $10k · lower wins0.83%

5.70%12-mo yield$570 · $631 on $10k6.31%

−8.2%Worst dropSmaller wins−4.4%

7.8%VolatilityLower wins4.1%

1–5FPE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · FPE

2.1%WFC-PL1.6%

0.4%BAC-PM0.4%

0.4%ATH-PA0.8%

0.4%XELLL1.2%

Held in common11.9%

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	BFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B
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%	$11.7B

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	BFPE	First Trust Preferred Securities and Income ETFRead Desk		0.83%	6.31%	+0.9%	−1.3%	−0.8%	+9.7%	+2.2%	−4.4%	$5.8B
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%	$11.7B

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 FPE

PFF

iShares Preferred and Income Securities

$9,910

FPE

First Trust Preferred Securities and Income

$11,159

MeasurePFFFPE

Fee0.45%0.83%

Cost on $10k a year$45$83

Yield5.70%6.31%

5 years, per year−0.2%+2.2%

3 years, per year+6.8%+9.7%

Worst drop · 1Y−8.2%−4.4%

Volatility · 1Y7.8%4.1%

5–1measures won
FPE first

11.9%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PFF, FPE

Today

11.9%most shared, PFF and FPE

PFFFPE

PFF—11.9%

FPE11.9%—

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

Income After Fees on $10,000

$548most kept, FPE

FPE$631 − $83 = $548

PFF$570 − $45 = $525

KeptFee

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