PFXF vs GTO

APFXF

BGTO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · PFXF $10,726

Lowest cost0.04%VYM · $4 on $10k

Most income6.47%PFXF · $647 on $10k

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

Held in common0.1%PFXF and GTO

PFXF

GTO

VanEck Preferred Securities ex Financials ETF · $2.1BInvesco Total Return Bond ETF · $2.6B

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

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

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

6.47%12-mo yield$647 · $492 on $10k4.92%

−11.8%Worst dropSmaller wins−4.5%

11.4%VolatilityLower wins3.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · GTO

4.7%GOOGM0.1%

2.2%SOMN0.0%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APFXF	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
3	BGTO	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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	APFXF	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
3	BGTO	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

PFXF vs GTO

PFXF

VanEck Preferred Securities ex Financials

$10,726

GTO

Invesco Total Return Bond

$9,911

MeasurePFXFGTO

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.47%4.92%

5 years, per year+1.4%−0.2%

3 years, per year+7.7%+5.6%

Worst drop · 1Y−11.8%−4.5%

Volatility · 1Y11.4%3.6%

3–3measures won
level

0.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: PFXF, GTO, JHPI, VYM

Today

10.2%most shared, PFXF and JHPI

PFXFGTOJHPIVYM

PFXF—0.1%10.2%0.0%

GTO0.1%—0.2%0.0%

JHPI10.2%0.2%—1.8%

VYM0.0%0.0%1.8%—

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

VYM$226 − $4 = $222

KeptFee

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