PGF vs KBWB

APGF

BKBWB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,125KBWB · PGF $8,987

Lowest cost0.35%KBWB · $35 on $10k

Most income6.88%PGF · $688 on $10k

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

Held in common0.1%PGF and KBWB

PGF

KBWB

Invesco Financial Preferred ETF · $595MInvesco KBW Bank ETF · $6.9B

+4.2%3 years · per year$11,321 · $24,920+35.6%

−2.1%5 years · per year$8,987 · $14,125+7.2%

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

6.88%12-mo yield$688 · $213 on $10k2.13%

−9.6%Worst dropSmaller wins−16.4%

6.5%VolatilityLower wins20.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPGF · KBWB

0.1%AGPXX0.1%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
2	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$595M

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

Both

5Y2 funds

#			Trend
1	BKBWB	Invesco KBW Bank ETFRead Desk		0.35%	2.13%	−0.5%	+5.7%	+16.1%	+35.6%	+7.2%	−16.4%	$6.9B
2	APGF	Invesco Financial Preferred ETFRead Desk		0.56%	6.88%	+0.2%	−6.0%	−7.0%	+4.2%	−2.1%	−9.6%	$595M

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 KBWB

PGF

Invesco Financial Preferred

$8,987

KBWB

Invesco KBW Bank

$14,125

MeasurePGFKBWB

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield6.88%2.13%

5 years, per year−2.1%+7.2%

3 years, per year+4.2%+35.6%

Worst drop · 1Y−9.6%−16.4%

Volatility · 1Y6.5%20.5%

3–3measures won
level

0.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PGF, KBWB

Today

0.1%most shared, PGF and KBWB

PGFKBWB

PGF—0.1%

KBWB0.1%—

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

KBWB$213 − $35 = $178

KeptFee

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