PGF vs EVPF

APGF

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · PGF $8,959

Lowest cost0.06%SCHD · $6 on $10k

Most income6.90%PGF · $690 on $10k

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

Held in common12.4%PGF and EVPF

PGF

EVPF

Invesco Financial Preferred ETF · $595MEaton Vance Preferred Securities and Income ETF · $58M

+4.7%3 years · per year$11,490 · […][…]

−2.2%5 years · per year$8,959 · […][…]

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

6.90%12-mo yield$690 · $377 on $10k3.77%

−9.6%Worst dropSmaller wins[…]

6.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPGF · EVPF

1.3%KEY-PL1.3%

1.1%SYF-PB1.0%

1.6%ATH-PA0.9%

1.4%SCHW-PD0.9%

Held in common12.4%

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 Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.90%	−1.3%	−6.3%	−6.8%	+4.7%	−2.2%	−9.6%	$595M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.90%	−1.3%	−6.3%	−6.8%	+4.7%	−2.2%	−9.6%	$595M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

PGF vs EVPF

PGF

Invesco Financial Preferred

$8,959

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasurePGFEVPF

Fee0.56%0.20%

Cost on $10k a year$56$20

Yield6.90%3.77%

5 years, per year−2.2%[…]

3 years, per year+4.7%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y6.5%[…]

1–1measures won
level

12.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PGF, EVPF, SCHD

Today

12.4%most shared, PGF and EVPF

PGFEVPFSCHD

PGF—12.4%0.0%

EVPF12.4%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$634most kept, PGF

PGF$690 − $56 = $634

EVPF$377 − $20 = $357

SCHD$298 − $6 = $292

KeptFee

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