PGF vs KRE

APGF

BKRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$11,541KRE · PGF $8,915

Lowest cost0.35%KRE · $35 on $10k

Most income6.94%PGF · $694 on $10k

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

Held in common0.0%PGF and KRE

PGF

KRE

Invesco Financial Preferred ETF · $584MState Street SPDR S&P Regional Banking ETF · $3.9B

+4.6%3 years · per year$11,438 · $20,329+26.7%

−2.3%5 years · per year$8,915 · $11,541+2.9%

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

6.94%12-mo yield$694 · $221 on $10k2.21%

−9.6%Worst dropSmaller wins−15.0%

6.2%VolatilityLower wins20.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPGF · KRE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B
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	BKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B
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 KRE

PGF

Invesco Financial Preferred

$8,915

KRE

SPDR S&P Regional Banking

$11,541

MeasurePGFKRE

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield6.94%2.21%

5 years, per year−2.3%+2.9%

3 years, per year+4.6%+26.7%

Worst drop · 1Y−9.6%−15.0%

Volatility · 1Y6.2%20.5%

3–3measures won
level

0.0%

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, KRE

Today

0.0%most shared, PGF and KRE

PGFKRE

PGF—0.0%

KRE0.0%—

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

KRE$221 − $35 = $186

KeptFee

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