PFFD vs IWB

APFFD

BIWB

Measures won2–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,459IWB · PFFD $9,089

Lowest cost0.15%IWB · $15 on $10k

Most income6.99%PFFD · $699 on $10k

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

Held in common[…]PFFD and IWB

PFFD

IWB

Global X - U.S. Preferred ETF · $1.8BiShares Russell 1000 ETF · $48.5B

+5.8%3 years · per year$11,850 · $19,023+23.9%

−1.9%5 years · per year$9,089 · $17,459+11.8%

0.23%Expense ratio$23 · $15 on $10k · lower wins0.15%

6.99%12-mo yield$699 · $91 on $10k0.91%

−9.2%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins12.9%

2–4IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFD · IWB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	APFFD	Global X - U.S. Preferred ETFRead Desk		0.23%	6.99%	+1.8%	−4.1%	−4.0%	+5.8%	−1.9%	−9.2%	$1.8B

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.91%	+1.5%	+13.0%	+13.2%	+23.9%	+11.8%	−8.9%	$48.5B
2	APFFD	Global X - U.S. Preferred ETFRead Desk		0.23%	6.99%	+1.8%	−4.1%	−4.0%	+5.8%	−1.9%	−9.2%	$1.8B

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

PFFD vs IWB

PFFD

Global X - U.S. Preferred

$9,090

IWB

iShares Russell 1000

$17,459

MeasurePFFDIWB

Fee0.23%0.15%

Cost on $10k a year$23$15

Yield6.99%0.91%

5 years, per year−1.9%+11.8%

3 years, per year+5.8%+23.9%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y8.0%12.9%

4–2measures won
IWB first

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

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

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

Overlap: PFFD, IWB

Today

[…]holdings […]

PFFDIWB

PFFD—[…]

IWB[…]—

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

Income After Fees on $10,000

$676most kept, PFFD

PFFD$699 − $23 = $676

IWB$91 − $15 = $76

KeptFee

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