PFF vs SCHD

APFF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · SCHD $16,881

Lowest cost0.03%VOO · $3 on $10k

Most income5.70%PFF · $570 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 · $11.7BSchwab U.S. Dividend Equity ETF · $123B

+6.8%3 years · per year$12,190 · $17,908+21.4%

−0.2%5 years · per year$9,910 · $16,881+11.0%

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

5.70%12-mo yield$570 · $291 on $10k2.91%

−8.2%Worst dropSmaller wins−6.9%

7.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFF · SCHD

0.6%ARES0.7%

Held in common0.6%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	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 SCHD

PFF

iShares Preferred and Income Securities

$9,910

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePFFSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield5.70%2.91%

5 years, per year−0.2%+11.0%

3 years, per year+6.8%+21.4%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y7.8%11.5%

4–2measures won
SCHD first

0.6%

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%

$123BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: PFF, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

PFFSCHDVOO

PFF—0.6%1.3%

SCHD0.6%—7.6%

VOO1.3%7.6%—

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

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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