Compare · 3 funds side by side · dividends reinvested

PFFD, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

PFFD, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%7.10%−5.6%−5.2%+4.5%−2.2%−9.4%8.2%$1.9B2.4

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: PFFD 2017 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.9B$8,938

PFFD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

PFFDMeasureSCHD

−5.6%Year to dateJan 1 → Nov 6+31.4%

−5.2%1 yearTotal return+37.0%

+4.5%3 years · per year$10,000 became $11,410 · $17,266+20.0%

−2.2%5 years · per year$10,000 became $8,938 · $16,267+10.2%

0.23%Expense ratio$23 · $6 a year on $10k · lower is better0.06%

7.10%Trailing 12-mo yield$710 · $300 a year on $10k3.00%

−9.4%Worst dropSmaller is better−6.9%

8.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

PFFD vs SCHD: Top 5 Holdings

Today

PFFD

[…]in top 5

SCHD

in top 521.4%

PFFDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

PFFD vs SCHD Returns, Every Period

Global XPFFD

−2.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PFFDSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: PFFD vs SCHD

YTD

Global XPFFD

−5.6%

SCHDSchwab

+31.4%

−5.6%Year to date+31.4%

−9.4%Worst drop · 1Y−6.9%

8.2%Volatility · 1Y11.7%

7.1%Yield3.0%

$1.9BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: PFFD, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

PFFD0.23%$23

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

Yields: PFFD, SCHD, VUG

7.10%highest, PFFD

FundTrailing yieldYield$10k

PFFD7.10%$710

SCHD3.00%$300

VUG0.42%$42

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

Income After Fees on $10,000

$687most kept, PFFD

PFFD$710 − $23 = $687

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

KeptFee

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

Overlap: PFFD, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

PFFDSCHDVUG

PFFD—[…][…]

SCHD[…]—0.8%

VUG[…]0.8%—

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

PFFDWorst drop−9.4%8.2% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

PFFDSCHD

−5.6%Year to date+31.4%

7.1%Yield3.0%

−5.2%Past year+37.0%

0.23%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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026