PFLD vs SCHD

APFLD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PFLD $10,347

Lowest cost0.06%SCHD · $6 on $10k

Most income5.58%PFLD · $558 on $10k

Smallest drop−2.3%PFLD · worst fall in 1Y

Held in common0.0%PFLD and SCHD

PFLD

SCHD

AAM Low Duration Preferred and Income Securities ETF · $368MSchwab U.S. Dividend Equity ETF · $123B

+5.3%3 years · per year$11,660 · $17,908+21.4%

+0.7%5 years · per year$10,347 · $16,881+11.0%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

5.58%12-mo yield$558 · $291 on $10k2.91%

−2.3%Worst dropSmaller wins−6.9%

3.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFLD · SCHD

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

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.58%	+0.2%	+2.1%	+2.7%	+5.3%	+0.7%	−2.3%	$368M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.58%	+0.2%	+2.1%	+2.7%	+5.3%	+0.7%	−2.3%	$368M

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

PFLD vs SCHD

PFLD

AAM Low Duration Preferred and Income Securities

$10,347

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePFLDSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield5.58%2.91%

5 years, per year+0.7%+11.0%

3 years, per year+5.3%+21.4%

Worst drop · 1Y−2.3%−6.9%

Volatility · 1Y3.2%11.5%

3–3measures won
level

0.0%

holdings shared

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: PFLD, SCHD

Today

0.0%most shared, PFLD and SCHD

PFLDSCHD

PFLD—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$513most kept, PFLD

PFLD$558 − $45 = $513

SCHD$291 − $6 = $285

KeptFee

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