PFFA vs IWF

APFFA

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · PFFA $12,194

Lowest cost0.18%IWF · $18 on $10k

Most income10.90%PFFA · $1,090 on $10k

Smallest drop−10.7%PFFA · worst fall in 1Y

Held in common0.0%PFFA and IWF

PFFA

IWF

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BiShares Russell 1000 Growth ETF · $121B

+11.9%3 years · per year$14,006 · $18,310+22.3%

+4.0%5 years · per year$12,194 · $16,559+10.6%

2.11%Expense ratio$211 · $18 on $10k · lower wins0.18%

10.90%12-mo yield$1,090 · $37 on $10k0.37%

−10.7%Worst dropSmaller wins−15.6%

8.4%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFFA · IWF

0.0%BA0.3%

Held in common0.0%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	10.90%	+2.0%	−4.5%	−1.9%	+11.9%	+4.0%	−10.7%	$2.2B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	10.90%	+2.0%	−4.5%	−1.9%	+11.9%	+4.0%	−10.7%	$2.2B

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

PFFA vs IWF

PFFA

Virtus InfraCap U.S. Preferred Stock

$12,194

IWF

iShares Russell 1000 Growth

$16,559

MeasurePFFAIWF

Fee2.11%0.18%

Cost on $10k a year$211$18

Yield10.90%0.37%

5 years, per year+4.0%+10.6%

3 years, per year+11.9%+22.3%

Worst drop · 1Y−10.7%−15.6%

Volatility · 1Y8.4%18.3%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: PFFA, IWF

Today

0.0%most shared, PFFA and IWF

PFFAIWF

PFFA—0.0%

IWF0.0%—

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

Income After Fees on $10,000

$879most kept, PFFA

PFFA$1,090 − $211 = $879

IWF$37 − $18 = $19

KeptFee

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