PFFA vs SCHB

APFFA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · PFFA $12,194

Lowest cost0.03%SCHB · $3 on $10k

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

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common0.0%PFFA and SCHB

PFFA

SCHB

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BSchwab U.S. Broad Market ETF · $44.9B

+11.9%3 years · per year$14,006 · $19,056+24.0%

+4.0%5 years · per year$12,194 · $17,270+11.5%

2.11%Expense ratio$211 · $3 on $10k · lower wins0.03%

10.90%12-mo yield$1,090 · $104 on $10k1.04%

−10.7%Worst dropSmaller wins−8.9%

8.4%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFA · SCHB

0.0%HPE0.1%

0.0%BA0.2%

0.0%APO0.1%

0.0%NEE0.2%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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 SCHB

PFFA

Virtus InfraCap U.S. Preferred Stock

$12,194

SCHB

Schwab U.S. Broad Market

$17,270

MeasurePFFASCHB

Fee2.11%0.03%

Cost on $10k a year$211$3

Yield10.90%1.04%

5 years, per year+4.0%+11.5%

3 years, per year+11.9%+24.0%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y8.4%13.1%

4–2measures won
SCHB first

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

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, SCHB

Today

0.0%most shared, PFFA and SCHB

PFFASCHB

PFFA—0.0%

SCHB0.0%—

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

SCHB$104 − $3 = $101

KeptFee

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