Compare · 3 funds side by side · dividends reinvested

PFXF, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

PFXF, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$2.2B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PFXF 2012 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

PFXFMeasureSCHD

−0.8%Year to dateJan 1 → Nov 4+35.3%

+0.8%1 yearTotal return+41.6%

+9.7%3 years · per year$10,000 became $13,212 · $17,908+21.4%

+1.8%5 years · per year$10,000 became $10,941 · $16,881+11.0%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

6.40%Trailing 12-mo yield$640 · $291 a year on $10k2.91%

−11.1%Worst dropSmaller is better−6.9%

11.1%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFXF vs SCHD: Top 5 Holdings

Today

PFXF

23.5%in top 5

SCHD

in top 521.6%

PFXFStockSCHD

7.5%STRCnot top 5

not top 5TXN4.8%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFXF vs SCHD Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PFXFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs SCHD

YTD

VanEckPFXF

−0.8%

SCHDSchwab

+35.3%

−0.8%Year to date+35.3%

−11.1%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.5%

6.4%Yield2.9%

$2.2BAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, SCHD, VYM

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

SCHD2.91%$291

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

PFXFSCHDVYM

PFXF—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VYMWorst drop−6.7%10.1% vol

PFXFWorst drop−11.1%11.1% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSCHD

−0.8%Year to date+35.3%

6.4%Yield2.9%

+0.8%Past year+41.6%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026