PFLD vs TPLS

APFLD

BTPLS

Measures won3–0PFLD wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · PFLD $10,363

Lowest cost0.09%SGOV · $9 on $10k

Most income5.56%PFLD · $556 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.3%PFLD and TPLS

PFLD

TPLS

AAM Low Duration Preferred and Income Securities ETF · $365MThornburg Core Plus Bond ETF · $20M

+4.8%3 years · per year$11,495 · […][…]

+0.7%5 years · per year$10,363 · […][…]

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

5.56%12-mo yield$556 · $492 on $10k4.92%

−2.3%Worst dropSmaller wins−4.8%

3.2%VolatilityLower wins4.0%

3–0PFLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFLD · TPLS

1.9%RZC0.3%

Held in common0.3%

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.56%	+0.4%	+2.4%	+2.9%	+4.8%	+0.7%	−2.3%	$365M
3	BTPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.7%	new	new	−4.8%	$20M

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.56%	+0.4%	+2.4%	+2.9%	+4.8%	+0.7%	−2.3%	$365M
3	BTPLS	Thornburg Core Plus Bond ETFRead Desk	0.45%	4.92%	0.0%	0.0%	+0.7%	new	new	−4.8%	$20M

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

PFLD vs TPLS

PFLD

AAM Low Duration Preferred and Income Securities

$10,363

TPLS

Thornburg Core Plus Bond

[…]

MeasurePFLDTPLS

Fee0.45%0.45%

Cost on $10k a year$45$45

Yield5.56%4.92%

5 years, per year+0.7%[…]

3 years, per year+4.8%[…]

Worst drop · 1Y−2.3%−4.8%

Volatility · 1Y3.2%4.0%

3–0measures won
PFLD first

0.3%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PFLD, TPLS, SGOV

Today

0.3%most shared, PFLD and TPLS

PFLDTPLSSGOV

PFLD—0.3%[…]

TPLS0.3%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$511most kept, PFLD

PFLD$556 − $45 = $511

TPLS$492 − $45 = $447

SGOV$363 − $9 = $354

KeptFee

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