PGF vs FPFD

APGF

BFPFD

Measures won2–4FPFD wins · of 6 · 5Y

$10,000 · 5Y$10,403FPFD · PGF $8,915

Lowest cost0.56%PGF · $56 on $10k

Most income6.94%PGF · $694 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common14.6%PGF and FPFD

PGF

FPFD

Invesco Financial Preferred ETF · $584MFidelity Preferred Securities & Income ETF · $76M

+4.6%3 years · per year$11,438 · $12,367+7.3%

−2.3%5 years · per year$8,915 · $10,403+0.8%

0.56%Expense ratio$56 · $59 on $10k · lower wins0.59%

6.94%12-mo yield$694 · $579 on $10k5.79%

−9.6%Worst dropSmaller wins−4.8%

6.2%VolatilityLower wins3.2%

2–4FPFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPGF · FPFD

1.5%MS-PP1.2%

1.4%MS-PK0.9%

1.8%BAC-PM0.8%

2.4%JPM-PD0.7%

Held in common14.6%

End-of-day Nov 3, 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	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
2	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.94%	−0.2%	−6.9%	−8.0%	+4.6%	−2.3%	−9.6%	$584M

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

Both

5Y2 funds

#			Trend
1	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.79%	0.0%	−2.2%	−2.1%	+7.3%	+0.8%	−4.8%	$76M
2	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.94%	−0.2%	−6.9%	−8.0%	+4.6%	−2.3%	−9.6%	$584M

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

Cards for this view

PGF vs FPFD

PGF

Invesco Financial Preferred

$8,915

FPFD

Fidelity Preferred Securities & Income

$10,403

MeasurePGFFPFD

Fee0.56%0.59%

Cost on $10k a year$56$59

Yield6.94%5.79%

5 years, per year−2.3%+0.8%

3 years, per year+4.6%+7.3%

Worst drop · 1Y−9.6%−4.8%

Volatility · 1Y6.2%3.2%

4–2measures won
FPFD first

14.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PGF, FPFD

Today

14.6%most shared, PGF and FPFD

PGFFPFD

PGF—14.6%

FPFD14.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$638most kept, PGF

PGF$694 − $56 = $638

FPFD$579 − $59 = $520

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee