Compare · 3 funds side by side · dividends reinvested

PREF, DGRO and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

PREF, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: PREF 2017 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

PREF

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,941

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

PREFMeasureDGRO

+0.4%Year to dateJan 1 → Nov 5+17.2%

+1.6%1 yearTotal return+21.2%

+9.2%3 years · per year$10,000 became $13,033 · $17,770+21.1%

+2.6%5 years · per year$10,000 became $11,373 · $16,941+11.1%

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

5.04%Trailing 12-mo yield$504 · $186 a year on $10k1.86%

−2.9%Worst dropSmaller is better−6.5%

3.3%VolatilityLower is calmer10.2%

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

3–5DGRO wins

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

More Ways to See the Pairs

PREF vs DGRO: Top 5 Holdings

Today

PREF

0.2%in top 5

DGRO

in top 514.9%

PREFStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.0%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

0.2%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PREF vs DGRO Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

DGROiShares

+11.1%

5 years, per year

PREFDGROFaded: behind in that period

0–4DGRO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs DGRO

YTD

PrincipalPREF

+0.4%

DGROiShares

+17.2%

+0.4%Year to date+17.2%

−2.9%Worst drop · 1Y−6.5%

3.3%Volatility · 1Y10.2%

5.0%Yield1.9%

$1.9BAssets$44.9B

3–1PREF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, DGRO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PREF, DGRO, VIG

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

DGRO1.86%$186

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

DGRO$186 − $8 = $178

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PREF, DGRO, VIG

Today

68.5%most shared, DGRO and VIG

PREFDGROVIG

PREF—0.0%0.0%

DGRO0.0%—68.5%

VIG0.0%68.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.2%DGRO, at 10.2% volatility

PREFWorst drop−2.9%3.3% vol

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PREFDGRO

+0.4%Year to date+17.2%

5.0%Yield1.9%

+1.6%Past year+21.2%

0.55%Fee0.08%

3–1DGRO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026