PFF vs FPE

APFF

BFPE

Measures won1–5FPE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FPE $11,141

Lowest cost0.06%SCHD · $6 on $10k

Most income6.33%FPE · $633 on $10k

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

Held in common12.2%PFF and FPE

PFF

FPE

iShares Preferred and Income Securities ETF · $11.5BFirst Trust Preferred Securities and Income ETF · $5.9B

+5.5%3 years · per year$11,726 · $12,986+9.1%

−0.6%5 years · per year$9,715 · $11,141+2.2%

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

5.79%12-mo yield$579 · $633 on $10k6.33%

−8.6%Worst dropSmaller wins−4.4%

8.1%VolatilityLower wins4.2%

1–5FPE wins

$10,000 · 5 yearsAll three, one 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 common12.2%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B
3	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

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

PFF vs FPE

PFF

iShares Preferred and Income Securities

$9,715

FPE

First Trust Preferred Securities and Income

$11,141

MeasurePFFFPE

Fee0.45%0.83%

Cost on $10k a year$45$83

Yield5.79%6.33%

5 years, per year−0.6%+2.2%

3 years, per year+5.5%+9.1%

Worst drop · 1Y−8.6%−4.4%

Volatility · 1Y8.1%4.2%

5–1measures won
FPE first

12.2%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PFF, FPE, SCHD

Today

12.2%most shared, PFF and FPE

PFFFPESCHD

PFF—12.2%0.7%

FPE12.2%—0.0%

SCHD0.7%0.0%—

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

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

PFF$579 − $45 = $534

SCHD$300 − $6 = $294

KeptFee

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