PFXF vs SCHD

APFXF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PFXF and SCHD

PFXF

SCHD

VanEck Preferred Securities ex Financials ETF · $2.1BSchwab U.S. Dividend Equity ETF · $122B

+7.7%3 years · per year$12,500 · $17,123+19.6%

+1.4%5 years · per year$10,726 · $16,459+10.5%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

6.47%12-mo yield$647 · $296 on $10k2.96%

−11.8%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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

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 SCHD

PFXF

VanEck Preferred Securities ex Financials

$10,726

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasurePFXFSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield6.47%2.96%

5 years, per year+1.4%+10.5%

3 years, per year+7.7%+19.6%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y11.4%11.8%

4–2measures won
SCHD first

0.0%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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, SCHD, XLK, VIG

Today

26.4%most shared, XLK and VIG

PFXFSCHDXLKVIG

PFXF—0.0%0.0%0.0%

SCHD0.0%—3.9%14.5%

XLK0.0%3.9%—26.4%

VIG0.0%14.5%26.4%—

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

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

XLK$49 − $8 = $41

KeptFee

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