PGX vs EVPF

APGX

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PGX $8,882

Lowest cost0.06%SCHD · $6 on $10k

Most income6.89%PGX · $689 on $10k

Smallest drop−6.9%SCHD · 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

+4.3%3 years · per year$11,336 · […][…]

−2.3%5 years · per year$8,882 · […][…]

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

6.89%12-mo yield$689 · $376 on $10k3.76%

−10.4%Worst dropSmaller wins[…]

6.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one 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 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	APGX	Invesco Preferred ETFRead Desk	0.50%	6.89%	−0.2%	−6.8%	−7.5%	+4.3%	−2.3%	−10.4%	$3.6B
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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	APGX	Invesco Preferred ETFRead Desk	0.50%	6.89%	−0.2%	−6.8%	−7.5%	+4.3%	−2.3%	−10.4%	$3.6B
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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

PGX vs EVPF

PGX

Invesco Preferred

$8,882

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasurePGXEVPF

Fee0.50%0.20%

Cost on $10k a year$50$20

Yield6.89%3.76%

5 years, per year−2.3%[…]

3 years, per year+4.3%[…]

Worst drop · 1Y−10.4%[…]

Volatility · 1Y6.4%[…]

1–1measures won
level

9.0%

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: PGX, EVPF, SCHD

Today

9.0%most shared, PGX and EVPF

PGXEVPFSCHD

PGX—9.0%0.0%

EVPF9.0%—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

$639most kept, PGX

PGX$689 − $50 = $639

EVPF$376 − $20 = $356

SCHD$300 − $6 = $294

KeptFee

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