PFXF vs IUSB

APFXF

BIUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,284XLV · PFXF $10,726

Lowest cost0.03%VCIT · $3 on $10k

Most income6.47%PFXF · $647 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]PFXF and IUSB

PFXF

IUSB

VanEck Preferred Securities ex Financials ETF · $2.1BiShares Core Universal USD Bond ETF · $50.4B

+7.7%3 years · per year$12,500 · $11,705+5.4%

+1.4%5 years · per year$10,726 · $10,151+0.3%

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

6.47%12-mo yield$647 · $433 on $10k4.33%

−11.8%Worst dropSmaller wins−4.3%

11.4%VolatilityLower wins3.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFXF · IUSB

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

Held in common[…]

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	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B

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	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B

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 IUSB

PFXF

VanEck Preferred Securities ex Financials

$10,726

IUSB

iShares Core Universal USD Bond

$10,151

MeasurePFXFIUSB

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield6.47%4.33%

5 years, per year+1.4%+0.3%

3 years, per year+7.7%+5.4%

Worst drop · 1Y−11.8%−4.3%

Volatility · 1Y11.4%3.9%

3–3measures won
level

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, VCIT, IUSB, XLV

Today

0.0%most shared, PFXF and XLV

PFXFVCITIUSBXLV

PFXF—[…][…]0.0%

VCIT[…]—[…][…]

IUSB[…][…]—[…]

XLV0.0%[…][…]—

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

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

XLV$135 − $8 = $127

KeptFee

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