Compare · 3 funds side by side · dividends reinvested

PGF, SCHD and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

PGF, SCHD and VGT, 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 Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.1

Invesco Financial Preferred ETFSectors · Financials0.56%6.88%−6.0%−7.0%+4.2%−2.1%−9.6%6.5%$595M2.4

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: PGF 2006 · SCHD 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Financial Preferred ETF · $595M$8,987

PGF

SCHD

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

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

PGFMeasureSCHD

−6.0%Year to dateJan 1 → Nov 6+31.4%

−7.0%1 yearTotal return+37.0%

+4.2%3 years · per year$10,000 became $11,321 · $17,266+20.0%

−2.1%5 years · per year$10,000 became $8,987 · $16,267+10.2%

0.56%Expense ratio$56 · $6 a year on $10k · lower is better0.06%

6.88%Trailing 12-mo yield$688 · $300 a year on $10k3.00%

−9.6%Worst dropSmaller is better−6.9%

6.5%VolatilityLower is calmer11.7%

PGFSCHD 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

PGF vs SCHD: Top 5 Holdings

Today

PGF

11.7%in top 5

SCHD

in top 521.4%

PGFStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.8%JPM-PCnot top 5

2.4%JPM-PDnot top 5

2.3%WFC-PZnot top 5

2.1%JPM-PMnot top 5

2.1%JPM-PLnot top 5

Held in common0.0%

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

PGF vs SCHD Returns, Every Period

InvescoPGF

−2.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PGFSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: PGF vs SCHD

YTD

InvescoPGF

−6.0%

SCHDSchwab

+31.4%

−6.0%Year to date+31.4%

−9.6%Worst drop · 1Y−6.9%

6.5%Volatility · 1Y11.7%

6.9%Yield3.0%

$595MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: PGF, SCHD, VGT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

PGF0.56%$56

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

Yields: PGF, SCHD, VGT

6.88%highest, PGF

FundTrailing yieldYield$10k

PGF6.88%$688

SCHD3.00%$300

VGT0.44%$44

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

Income After Fees on $10,000

$632most kept, PGF

PGF$688 − $56 = $632

SCHD$300 − $6 = $294

VGT$44 − $9 = $35

KeptFee

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

Overlap: PGF, SCHD, VGT

Today

2.2%most shared, SCHD and VGT

PGFSCHDVGT

PGF—0.0%0.0%

SCHD0.0%—2.2%

VGT0.0%2.2%—

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

PGFWorst drop−9.6%6.5% vol

SCHDWorst drop−6.9%11.7% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

PGFSCHD

−6.0%Year to date+31.4%

6.9%Yield3.0%

−7.0%Past year+37.0%

0.56%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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

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