PFFD vs SCHD

APFFD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income7.10%PFFD · $710 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]PFFD and SCHD

PFFD

SCHD

Global X - U.S. Preferred ETF · $1.9BSchwab U.S. Dividend Equity ETF · $120B

+4.5%3 years · per year$11,410 · $17,266+20.0%

−2.2%5 years · per year$8,938 · $16,267+10.2%

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

7.10%12-mo yield$710 · $300 on $10k3.00%

−9.4%Worst dropSmaller wins−6.9%

8.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFFD · SCHD

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

Held in common[…]

End-of-day Nov 6, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	APFFD	Global X - U.S. Preferred ETFRead Desk	0.23%	7.10%	+0.5%	−5.6%	−5.2%	+4.5%	−2.2%	−9.4%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	APFFD	Global X - U.S. Preferred ETFRead Desk	0.23%	7.10%	+0.5%	−5.6%	−5.2%	+4.5%	−2.2%	−9.4%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFFD vs SCHD

PFFD

Global X - U.S. Preferred

$8,938

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePFFDSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield7.10%3.00%

5 years, per year−2.2%+10.2%

3 years, per year+4.5%+20.0%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y8.2%11.7%

4–2measures won
SCHD first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PFFD, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

PFFDSCHDVUG

PFFD—[…][…]

SCHD[…]—0.8%

VUG[…]0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$687most kept, PFFD

PFFD$710 − $23 = $687

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee