PGF vs EVPF

APGF

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · PGF $8,987

Lowest cost0.04%VIG · $4 on $10k

Most income6.88%PGF · $688 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common12.4%PGF and EVPF

PGF

EVPF

Invesco Financial Preferred ETF · $590MEaton Vance Preferred Securities and Income ETF · $58M

+4.2%3 years · per year$11,321 · […][…]

−2.1%5 years · per year$8,987 · […][…]

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

6.88%12-mo yield$688 · $376 on $10k3.76%

−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 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$590M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$590M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

End-of-day Nov 6, 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

$8,987

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasurePGFEVPF

Fee0.56%0.20%

Cost on $10k a year$56$20

Yield6.88%3.76%

5 years, per year−2.1%[…]

3 years, per year+4.2%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y6.5%[…]

1–1measures won
level

12.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PGF, EVPF, VIG

Today

12.4%most shared, PGF and EVPF

PGFEVPFVIG

PGF—12.4%0.0%

EVPF12.4%—0.0%

VIG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$632most kept, PGF

PGF$688 − $56 = $632

EVPF$376 − $20 = $356

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee