PGX vs EVPF

APGX

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$8,908PGX

Lowest cost0.20%EVPF · $20 on $10k

Most income6.87%PGX · $687 on $10k

Smallest drop−10.4%PGX · worst fall in 1Y

Held in common9.0%PGX and EVPF

PGX

EVPF

Invesco Preferred ETF · $3.6BEaton Vance Preferred Securities and Income ETF · $58M

+5.1%3 years · per year$11,610 · […][…]

−2.3%5 years · per year$8,908 · […][…]

0.50%Expense ratio$50 · $20 on $10k · lower wins0.20%

6.87%12-mo yield$687 · $377 on $10k3.77%

−10.4%Worst dropSmaller wins[…]

6.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsPGX · EVPF

1.1%BAC-PM0.9%

0.8%ATH-PA0.9%

0.7%MET-PE0.9%

0.7%SCHW-PD0.9%

Held in common9.0%

End-of-day Nov 5, 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	APGX	Invesco Preferred ETFRead Desk		0.50%	6.87%	−0.9%	−6.7%	−7.2%	+5.1%	−2.3%	−10.4%	$3.6B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

Both

5Y2 funds

#			Trend
1	APGX	Invesco Preferred ETFRead Desk		0.50%	6.87%	−0.9%	−6.7%	−7.2%	+5.1%	−2.3%	−10.4%	$3.6B
2	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk		0.20%	3.77%	−0.7%	new	new	new	new	[…]	$58M

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

Cards for this view

PGX vs EVPF

PGX

Invesco Preferred

$8,908

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasurePGXEVPF

Fee0.50%0.20%

Cost on $10k a year$50$20

Yield6.87%3.77%

5 years, per year−2.3%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−10.4%[…]

Volatility · 1Y6.4%[…]

1–1measures won
level

9.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PGX, EVPF

Today

9.0%most shared, PGX and EVPF

PGXEVPF

PGX—9.0%

EVPF9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$637most kept, PGX

PGX$687 − $50 = $637

EVPF$377 − $20 = $357

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee