PFXF vs GTO

APFXF

BGTO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$22,311VGT · PFXF $10,941

Lowest cost0.09%VGT · $9 on $10k

Most income6.40%PFXF · $640 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

+9.7%3 years · per year$13,212 · $11,937+6.1%

+1.8%5 years · per year$10,941 · $9,887−0.2%

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

6.40%12-mo yield$640 · $493 on $10k4.93%

−11.1%Worst dropSmaller wins−4.5%

11.1%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · GTO

4.6%GOOGM0.0%

2.2%SOMN0.0%

Held in common0.1%

End-of-day Nov 4, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B
3	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.93%	+0.4%	−0.3%	+0.3%	+6.1%	−0.2%	−4.5%	$2.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B
3	BGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.93%	+0.4%	−0.3%	+0.3%	+6.1%	−0.2%	−4.5%	$2.6B

End-of-day Nov 4, 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

$10,941

GTO

Invesco Total Return Bond

$9,887

MeasurePFXFGTO

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield6.40%4.93%

5 years, per year+1.8%−0.2%

3 years, per year+9.7%+6.1%

Worst drop · 1Y−11.1%−4.5%

Volatility · 1Y11.1%3.7%

3–3measures won
level

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PFXF, GTO, VGT

Today

0.1%most shared, PFXF and GTO

PFXFGTOVGT

PFXF—0.1%0.0%

GTO0.1%—0.0%

VGT0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

GTO$493 − $35 = $458

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee