PFFA vs SCHB

APFFA

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · VUG $16,565

Lowest cost0.03%SCHB · $3 on $10k

Most income11.07%PFFA · $1,107 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 · $44.2B

+9.4%3 years · per year$13,097 · $18,080+21.8%

+3.6%5 years · per year$11,947 · $16,705+10.8%

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

11.07%12-mo yield$1,107 · $106 on $10k1.06%

−11.4%Worst dropSmaller wins−8.9%

9.0%VolatilityLower wins14.0%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFFA · SCHB

0.0%HPE0.1%

0.0%BA0.2%

0.0%APO0.1%

0.0%NEE0.3%

Held in common0.0%

End-of-day Nov 9, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.07%	+0.9%	−6.0%	−4.3%	+9.4%	+3.6%	−11.4%	$2.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.07%	+0.9%	−6.0%	−4.3%	+9.4%	+3.6%	−11.4%	$2.2B

End-of-day Nov 9, 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

$11,948

SCHB

Schwab U.S. Broad Market

$16,705

MeasurePFFASCHB

Fee2.11%0.03%

Cost on $10k a year$211$3

Yield11.07%1.06%

5 years, per year+3.6%+10.8%

3 years, per year+9.4%+21.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y9.0%14.0%

4–2measures won
SCHB first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PFFA, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

PFFASCHBVUG

PFFA—0.0%0.0%

SCHB0.0%—50.3%

VUG0.0%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$896most kept, PFFA

PFFA$1,107 − $211 = $896

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee