GTO vs PFXF

AGTO

BPFXF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,726PFXF · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−3.8%JHPI · worst fall in 1Y

Held in common0.1%GTO and PFXF

GTO

PFXF

Invesco Total Return Bond ETF · $2.6BVanEck Preferred Securities ex Financials ETF · $2.1B

+5.6%3 years · per year$11,760 · $12,500+7.7%

−0.2%5 years · per year$9,911 · $10,726+1.4%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

4.92%12-mo yield$492 · $647 on $10k6.47%

−4.5%Worst dropSmaller wins−11.8%

3.6%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGTO · PFXF

0.1%GOOGM4.7%

0.0%SOMN2.2%

Held in common0.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B
4	JHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.47%	+1.0%	−2.0%	+0.6%	+7.7%	+1.4%	−11.8%	$2.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	0.0%	−0.2%	+0.4%	+5.6%	−0.2%	−4.5%	$2.6B
4	JHPI	John Hancock Investments - Preferred Income ETFRead Desk	0.54%	6.14%	+0.6%	0.0%	+0.7%	+8.5%	new	−3.8%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GTO vs PFXF

GTO

Invesco Total Return Bond

$9,911

PFXF

VanEck Preferred Securities ex Financials

$10,726

MeasureGTOPFXF

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield4.92%6.47%

5 years, per year−0.2%+1.4%

3 years, per year+5.6%+7.7%

Worst drop · 1Y−4.5%−11.8%

Volatility · 1Y3.6%11.4%

3–3measures won
level

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFXF, GTO, JHPI, BND

Today

10.2%most shared, PFXF and JHPI

PFXFGTOJHPIBND

PFXF—0.1%10.2%[…]

GTO0.1%—0.2%[…]

JHPI10.2%0.2%—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$607most kept, PFXF

PFXF$647 − $40 = $607

JHPI$614 − $54 = $560

GTO$492 − $35 = $457

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee