Compare · 3 funds side by side · dividends reinvested

PREF, DGRO and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091DGRO · best of the three

Story of the three · IncomeMost incomePREF · 5.04% · $504 a year on $10k

Story of the three · RiskSmallest drop

PREF, DGRO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.3%+8.4%+2.6%−2.9%3.4%$1.9B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$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 12, 2026 · returns include dividends · since: PREF 2017 · DGRO 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,365

PREF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

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

PREF

More Ways to See the Pairs

PREF vs VIG: Top 5 Holdings

Today

PREF

0.4%in top 5

VIG

in top 522.1%

PREFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 12, 2026 · fee on $10,000 a year

Yields: PREF, DGRO, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

VIG

+0.4%Year to dateJan 1 → Nov 12+16.0%

+1.3%1 yearTotal return+16.9%

+8.4%3 years · per year$10,000 became $12,725 · $16,806+18.9%

+2.6%5 years · per year$10,000 became $11,365 · $16,596+10.7%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

5.04%Trailing 12-mo yield$504 · $145 a year on $10k1.45%

−2.9%Worst dropSmaller is better−7.9%

3.4%VolatilityLower is calmer11.0%

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

3–5VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PREF vs VIG Returns, Every Period

5Y

PrincipalPREF

+2.6%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

PREFVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs DGRO

YTD

PrincipalPREF

+0.4%

DGROiShares

+19.6%

+0.4%Year to date+19.6%

−2.9%Worst drop · 1Y−6.5%

3.4%Volatility · 1Y10.3%

5.0%Yield1.8%

$1.9BAssets$45.9B

3–1PREF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

DGRO1.82%$182

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$449most kept, PREF

PREF$504 − $55 = $449

DGRO$182 − $8 = $174

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PREF, DGRO, VIG

Today

68.6%most shared, DGRO and VIG

PREFDGROVIG

PREF—0.0%0.0%

DGRO0.0%—68.6%

VIG0.0%68.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%DGRO, at 10.3% volatility

PREFWorst drop−2.9%3.4% vol

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PREFDGRO

+0.4%Year to date+19.6%

5.0%Yield1.8%

+1.3%Past year+21.4%

0.55%Fee0.08%

3–1DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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PREF, DGRO and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three