PRFD vs IAU

APRFD

BIAU

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$22,257IAU

Lowest cost0.25%IAU · $25 on $10k

Most income6.07%PRFD · $607 on $10k

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common[…]PRFD and IAU

PRFD

IAU

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MiShares Gold Trust · $61.0B

+9.2%3 years · per year$13,013 · $20,074+26.1%

[…]5 years · per year[…] · $22,257+17.4%

0.87%Expense ratio$87 · $25 on $10k · lower wins0.25%

6.07%12-mo yield$607 · $0 on $10k0.00%

−3.6%Worst dropSmaller wins−28.2%

3.6%VolatilityLower wins28.8%

3–2PRFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFD · IAU

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

Held in common[…]

End-of-day Nov 10, 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	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.5%	−6.7%	+0.4%	+26.1%	+17.4%	−28.2%	$61.0B
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIAU	iShares Gold TrustRead Desk		0.25%	0.00%	−0.5%	−6.7%	+0.4%	+26.1%	+17.4%	−28.2%	$61.0B
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRFD vs IAU

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

IAU

iShares Gold Trust

$22,257

MeasurePRFDIAU

Fee0.87%0.25%

Cost on $10k a year$87$25

Yield6.07%0.00%

5 years, per year[…]+17.4%

3 years, per year+9.2%+26.1%

Worst drop · 1Y−3.6%−28.2%

Volatility · 1Y3.6%28.8%

3–2measures won
PRFD first

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

GLDM vs GLD

YTD

SPDRGLDM

−6.6%

GLDSPDR

−6.8%

−6.6%Year to date−6.8%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: PRFD, IAU

Today

[…]holdings […]

PRFDIAU

PRFD—[…]

IAU[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, PRFD

PRFD$607 − $87 = $520

IAU$0 − $25 = −$25

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee