SCHD vs PFF

ASCHD

BPFF

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · SCHD $16,352

Lowest cost0.04%VYM · $4 on $10k

Most income5.79%PFF · $579 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.6%SCHD and PFF

SCHD

PFF

Schwab U.S. Dividend Equity ETF · $121BiShares Preferred and Income Securities ETF · $11.6B

+21.2%3 years · per year$17,784 · $12,014+6.3%

+10.3%5 years · per year$16,352 · $9,758−0.5%

0.06%Expense ratio$6 · $45 on $10k · lower wins0.45%

2.97%12-mo yield$297 · $579 on $10k5.79%

−6.9%Worst dropSmaller wins−8.2%

11.4%VolatilityLower wins7.7%

4–2SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PFF

0.7%ARES0.6%

Held in common0.6%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	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
3	BPFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	ASCHD	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
3	BPFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

SCHD vs PFF

SCHD

Schwab U.S. Dividend Equity

$16,352

PFF

iShares Preferred and Income Securities

$9,759

MeasureSCHDPFF

Fee0.06%0.45%

Cost on $10k a year$6$45

Yield2.97%5.79%

5 years, per year+10.3%−0.5%

3 years, per year+21.2%+6.3%

Worst drop · 1Y−6.9%−8.2%

Volatility · 1Y11.4%7.7%

4–2measures won
SCHD first

0.6%

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: SCHD, PFF, VYM

Today

21.9%most shared, SCHD and VYM

SCHDPFFVYM

SCHD—0.6%21.9%

PFF0.6%—1.8%

VYM21.9%1.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

KeptFee

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