PFFA vs VUG

APFFA

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · PFFA $11,947

Lowest cost0.03%VUG · $3 on $10k

Most income11.07%PFFA · $1,107 on $10k

Smallest drop−11.4%PFFA · worst fall in 1Y

Held in common0.0%PFFA and VUG

PFFA

VUG

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BVanguard Morningstar Growth ETF · $233B

+9.4%3 years · per year$13,097 · $18,569+22.9%

+3.6%5 years · per year$11,947 · $16,565+10.6%

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

11.07%12-mo yield$1,107 · $41 on $10k0.41%

−11.4%Worst dropSmaller wins−15.1%

9.0%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFFA · VUG

0.0%BA0.4%

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	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 VUG

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,948

VUG

Vanguard Morningstar Growth

$16,565

MeasurePFFAVUG

Fee2.11%0.03%

Cost on $10k a year$211$3

Yield11.07%0.41%

5 years, per year+3.6%+10.6%

3 years, per year+9.4%+22.9%

Worst drop · 1Y−11.4%−15.1%

Volatility · 1Y9.0%19.1%

3–3measures won
level

0.0%

holdings shared

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

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$59.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFFA, VUG

Today

0.0%most shared, PFFA and VUG

PFFAVUG

PFFA—0.0%

VUG0.0%—

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

VUG$41 − $3 = $38

KeptFee

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