Compare · 3 funds side by side · dividends reinvested

DGRO, PREF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

DGRO, PREF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DGRO 2014 · PREF 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $44.7B$16,835

DGRO

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DGROMeasurePREF

+16.6%Year to dateJan 1 → Nov 6+0.7%

+20.3%1 yearTotal return+1.8%

+20.7%3 years · per year$10,000 became $17,593 · $13,030+9.2%

+11.0%5 years · per year$10,000 became $16,835 · $11,389+2.6%

0.08%Expense ratio$8 · $55 a year on $10k · lower is better0.55%

1.87%Trailing 12-mo yield$187 · $503 a year on $10k5.03%

−6.5%Worst dropSmaller is better−2.9%

10.2%VolatilityLower is calmer3.3%

DGROPREF Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DGRO vs PREF: Top 5 Holdings

Today

DGRO

15.0%in top 5

PREF

in top 50.4%

DGROStockPREF

3.2%MSFTnot top 5

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%XOMnot top 5

2.8%JNJnot top 5

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DGRO vs PREF Returns, Every Period

iSharesDGRO

+11.0%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

DGROPREFFaded: behind in that period

4–0DGRO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: DGRO vs PREF

YTD

iSharesDGRO

+16.6%

PREFPrincipal

+0.7%

+16.6%Year to date+0.7%

−6.5%Worst drop · 1Y−2.9%

10.2%Volatility · 1Y3.3%

1.9%Yield5.0%

$44.7BAssets$1.9B

3–1PREF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, PREF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PREF0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DGRO, PREF, SCHD

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD3.00%$300

DGRO1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

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

Overlap: DGRO, PREF, SCHD

Today

21.3%most shared, DGRO and SCHD

DGROPREFSCHD

DGRO—0.0%21.3%

PREF0.0%—0.0%

SCHD21.3%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.3% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+0.7%Year to date+31.4%

5.0%Yield3.0%

+1.8%Past year+37.0%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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