PGF vs FPFD

APGF

BFPFD

Measures won2–4FPFD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FPFD $10,464

Lowest cost0.06%SCHD · $6 on $10k

Most income6.88%PGF · $688 on $10k

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

Held in common14.9%PGF and FPFD

PGF

FPFD

Invesco Financial Preferred ETF · $590MFidelity Preferred Securities & Income ETF · $73M

+4.2%3 years · per year$11,321 · $12,339+7.3%

−2.1%5 years · per year$8,987 · $10,464+0.9%

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

6.88%12-mo yield$688 · $575 on $10k5.75%

−9.6%Worst dropSmaller wins−4.8%

6.5%VolatilityLower wins3.3%

2–4FPFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPGF · FPFD

1.5%MS-PP1.3%

1.4%MS-PK0.9%

1.8%BAC-PM0.8%

2.3%WFC-PZ0.7%

Held in common14.9%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$590M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M
3	APGF	Invesco Financial Preferred ETFRead Desk	0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$590M

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 FPFD

PGF

Invesco Financial Preferred

$8,987

FPFD

Fidelity Preferred Securities & Income

$10,464

MeasurePGFFPFD

Fee0.56%0.59%

Cost on $10k a year$56$59

Yield6.88%5.75%

5 years, per year−2.1%+0.9%

3 years, per year+4.2%+7.3%

Worst drop · 1Y−9.6%−4.8%

Volatility · 1Y6.5%3.3%

4–2measures won
FPFD first

14.9%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PGF, FPFD, SCHD

Today

14.9%most shared, PGF and FPFD

PGFFPFDSCHD

PGF—14.9%0.0%

FPFD14.9%—0.0%

SCHD0.0%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

FPFD$575 − $59 = $516

SCHD$300 − $6 = $294

KeptFee

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