PGF vs EVPF

APGF

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,086PGF

Lowest cost0.20%EVPF · $20 on $10k

Most income6.81%PGF · $681 on $10k

Smallest drop−9.6%PGF · worst fall in 1Y

Held in common12.2%PGF and EVPF

PGF

EVPF

Invesco Financial Preferred ETF · $584MEaton Vance Preferred Securities and Income ETF · $54M

+5.3%3 years · per year$11,668 · […][…]

−1.9%5 years · per year$9,086 · […][…]

0.56%Expense ratio$56 · $20 on $10k · lower wins0.20%

6.81%12-mo yield$681 · $374 on $10k3.74%

−9.6%Worst dropSmaller wins[…]

6.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsPGF · EVPF

1.3%KEY-PL1.2%

1.1%SYF-PB1.0%

1.6%ATH-PA0.9%

1.0%USB-PP0.9%

Held in common12.2%

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

Both

5Y2 funds

#			Trend
1	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.81%	+1.8%	−5.1%	−5.8%	+5.3%	−1.9%	−9.6%	$584M
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.74%	+1.0%	new	new	new	new	[…]	$54M

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

Both

5Y2 funds

#			Trend
1	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.81%	+1.8%	−5.1%	−5.8%	+5.3%	−1.9%	−9.6%	$584M
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.74%	+1.0%	new	new	new	new	[…]	$54M

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

PGF vs EVPF

PGF

Invesco Financial Preferred

$9,086

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasurePGFEVPF

Fee0.56%0.20%

Cost on $10k a year$56$20

Yield6.81%3.74%

5 years, per year−1.9%[…]

3 years, per year+5.3%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y6.4%[…]

1–1measures won
level

12.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PGF, EVPF

Today

12.2%most shared, PGF and EVPF

PGFEVPF

PGF—12.2%

EVPF12.2%—

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

Income After Fees on $10,000

$625most kept, PGF

PGF$681 − $56 = $625

EVPF$374 − $20 = $354

KeptFee

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