PFF vs SCHD

APFF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · PFF $9,758

Lowest cost0.06%SCHD · $6 on $10k

Most income5.79%PFF · $579 on $10k

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

Held in common0.6%PFF and SCHD

PFF

SCHD

iShares Preferred and Income Securities ETF · $11.6BSchwab U.S. Dividend Equity ETF · $121B

+6.3%3 years · per year$12,014 · $17,784+21.2%

−0.5%5 years · per year$9,758 · $16,352+10.3%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

5.79%12-mo yield$579 · $297 on $10k2.97%

−8.2%Worst dropSmaller wins−6.9%

7.7%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · SCHD

0.6%ARES0.7%

Held in common0.6%

End-of-day Nov 3, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	APFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

Cards for this view

PFF vs SCHD

PFF

iShares Preferred and Income Securities

$9,759

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasurePFFSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield5.79%2.97%

5 years, per year−0.5%+10.3%

3 years, per year+6.3%+21.2%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y7.7%11.4%

4–2measures won
SCHD first

0.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PFF, SCHD

Today

0.6%most shared, PFF and SCHD

PFFSCHD

PFF—0.6%

SCHD0.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee