PFLD vs TPLS

APFLD

BTPLS

Measures won3–0PFLD wins · of 6 · 5Y

$10,000 · 5Y$10,319PFLD

Lowest cost0.45%PFLD · $45 on $10k

Most income5.59%PFLD · $559 on $10k

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

Held in common0.3%PFLD and TPLS

PFLD

TPLS

AAM Low Duration Preferred and Income Securities ETF · $368MThornburg Core Plus Bond ETF · $20M

+5.1%3 years · per year$11,613 · […][…]

+0.6%5 years · per year$10,319 · […][…]

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

5.59%12-mo yield$559 · $492 on $10k4.92%

−2.3%Worst dropSmaller wins−4.8%

3.2%VolatilityLower wins4.1%

3–0PFLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFLD · TPLS

1.9%RZC0.3%

Held in common0.3%

End-of-day Nov 5, 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	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.59%	−0.2%	+2.0%	+2.6%	+5.1%	+0.6%	−2.3%	$368M
2	BTPLS	Thornburg Core Plus Bond ETFRead Desk		0.45%	4.92%	+0.1%	0.0%	+0.4%	new	new	−4.8%	$20M

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

Both

5Y2 funds

#			Trend
1	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk		0.45%	5.59%	−0.2%	+2.0%	+2.6%	+5.1%	+0.6%	−2.3%	$368M
2	BTPLS	Thornburg Core Plus Bond ETFRead Desk		0.45%	4.92%	+0.1%	0.0%	+0.4%	new	new	−4.8%	$20M

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

Cards for this view

PFLD vs TPLS

PFLD

AAM Low Duration Preferred and Income Securities

$10,319

TPLS

Thornburg Core Plus Bond

[…]

MeasurePFLDTPLS

Fee0.45%0.45%

Cost on $10k a year$45$45

Yield5.59%4.92%

5 years, per year+0.6%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−2.3%−4.8%

Volatility · 1Y3.2%4.1%

3–0measures won
PFLD first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PFLD, TPLS

Today

0.3%most shared, PFLD and TPLS

PFLDTPLS

PFLD—0.3%

TPLS0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$514most kept, PFLD

PFLD$559 − $45 = $514

TPLS$492 − $45 = $447

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee