PGF vs SCHD

APGF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · PGF $8,915

Lowest cost0.06%SCHD · $6 on $10k

Most income6.94%PGF · $694 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%PGF and SCHD

PGF

SCHD

Invesco Financial Preferred ETF · $584MSchwab U.S. Dividend Equity ETF · $121B

+4.6%3 years · per year$11,438 · $17,784+21.2%

−2.3%5 years · per year$8,915 · $16,352+10.3%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

6.94%12-mo yield$694 · $297 on $10k2.97%

−9.6%Worst dropSmaller wins−6.9%

6.2%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPGF · SCHD

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
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 SCHD

PGF

Invesco Financial Preferred

$8,915

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasurePGFSCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield6.94%2.97%

5 years, per year−2.3%+10.3%

3 years, per year+4.6%+21.2%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y6.2%11.4%

4–2measures won
SCHD first

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, SCHD

Today

0.0%most shared, PGF and SCHD

PGFSCHD

PGF—0.0%

SCHD0.0%—

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

SCHD$297 − $6 = $291

KeptFee

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