PFXF vs GTO

APFXF

BGTO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$10,632PFXF · VCIT $10,508

Lowest cost0.03%VCIT · $3 on $10k

Most income6.56%PFXF · $656 on $10k

Smallest drop−4.5%GTO · worst fall in 1Y

Held in common0.1%PFXF and GTO

PFXF

GTO

VanEck Preferred Securities ex Financials ETF · $2.2BInvesco Total Return Bond ETF · $2.6B

+8.5%3 years · per year$12,770 · $11,965+6.2%

+1.2%5 years · per year$10,632 · $9,900−0.2%

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

6.56%12-mo yield$656 · $492 on $10k4.92%

−11.8%Worst dropSmaller wins−4.5%

11.4%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · GTO

4.6%GOOGM0.1%

2.2%SOMN0.0%

Held in common0.1%

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

All Four

5Y4 funds

#
1	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	+0.2%	−0.2%	+0.4%	+6.2%	−0.2%	−4.5%	$2.6B

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

All Four

5Y4 funds

#
1	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.7B
4	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.92%	+0.2%	−0.2%	+0.4%	+6.2%	−0.2%	−4.5%	$2.6B

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

PFXF vs GTO

PFXF

VanEck Preferred Securities ex Financials

$10,632

GTO

Invesco Total Return Bond

$9,900

MeasurePFXFGTO

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.56%4.92%

5 years, per year+1.2%−0.2%

3 years, per year+8.5%+6.2%

Worst drop · 1Y−11.8%−4.5%

Volatility · 1Y11.4%3.7%

3–3measures won
level

0.1%

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: PFXF, GTO, VCIT, MUB

Today

0.1%most shared, PFXF and GTO

PFXFGTOVCITMUB

PFXF—0.1%[…][…]

GTO0.1%—[…][…]

VCIT[…][…]—[…]

MUB[…][…][…]—

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

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

VCIT$502 − $3 = $499

GTO$492 − $35 = $457

MUB$327 − $5 = $322

KeptFee

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