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$17,171DGRO · 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%1.83%+19.1%+23.2%+20.8%+11.4%−6.5%10.4%$44.7B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.00%+1.2%+2.1%+9.0%+2.8%−2.9%3.4%$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 9, 2026 · returns include dividends · since: DGRO 2014 · PREF 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,466

PREF

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

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

PREFMeasureSCHD

+1.2%Year to dateJan 1 → Nov 9+33.1%

+2.1%1 yearTotal return+39.1%

+9.0%3 years · per year$10,000 became $12,965 · $17,118+19.6%

+2.8%5 years · per year$10,000 became $11,466 · $16,454+10.5%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

5.00%Trailing 12-mo yield$500 · $296 a year on $10k2.96%

−2.9%Worst dropSmaller is better−6.9%

3.4%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PREF vs SCHD: Top 5 Holdings

Today

PREF

0.4%in top 5

SCHD

in top 521.4%

PREFStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PREF vs SCHD Returns, Every Period

PrincipalPREF

+2.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

PREFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs SCHD

YTD

PrincipalPREF

+1.2%

SCHDSchwab

+33.1%

+1.2%Year to date+33.1%

−2.9%Worst drop · 1Y−6.9%

3.4%Volatility · 1Y11.8%

5.0%Yield3.0%

$1.9BAssets$120B

3–1PREF wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: DGRO, PREF, SCHD

5.00%highest, PREF

FundTrailing yieldYield$10k

PREF5.00%$500

SCHD2.96%$296

DGRO1.83%$183

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$445most kept, PREF

PREF$500 − $55 = $445

SCHD$296 − $6 = $290

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

PREFWorst drop−2.9%3.4% vol

DGROWorst drop−6.5%10.4% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+1.2%Year to date+33.1%

5.0%Yield3.0%

+2.1%Past year+39.1%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026