Compare · 4 funds side by side · dividends reinvested

PREF, SCHD, CGDV and DGRO

PREFPrincipal×SCHDSchwab×CGDVCapital Group×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

Story of the four · IncomeMost incomePREF · 5.03% · $503 a year on $10k

Story of the four · RiskSmallest drop

PREF, SCHD, CGDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B2.0

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.9%+8.6%+2.6%−2.9%3.4%$1.9B2.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PREF 2017 · SCHD 2011 · CGDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,396

PREF

More Ways to See the Pairs

PREF vs CGDV: Top 5 Holdings

Today

PREF

0.4%in top 5

CGDV

in top 524.3%

PREFStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: PREF, SCHD, CGDV, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

CGDV0.33%$33

PREF0.55%$55

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

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

PREFMeasureCGDV

+0.7%Year to dateJan 1 → Nov 10+12.1%

+1.9%1 yearTotal return+15.4%

+8.6%3 years · per year$10,000 became $12,812 · $18,754+23.3%

+2.6%5 years · per year$10,000 became $11,396 · […][…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

5.03%Trailing 12-mo yield$503 · $124 a year on $10k1.24%

−2.9%Worst dropSmaller is better−9.7%

3.4%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 10, 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 10, 2026 · share of each fund

PREF vs CGDV Returns, Every Period

1Y

PrincipalPREF

+1.9%

past year

CGDVCapital Group

+15.4%

past year

PREFCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs SCHD

YTD

PrincipalPREF

+0.7%

SCHDSchwab

+33.8%

+0.7%Year to date+33.8%

−2.9%Worst drop · 1Y−6.9%

3.4%Volatility · 1Y11.8%

5.0%Yield2.9%

$1.9BAssets$122B

3–1PREF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PREF, SCHD, CGDV, DGRO

1Y

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD2.94%$294

DGRO1.83%$183

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$448most kept, PREF

PREF$503 − $55 = $448

SCHD$294 − $6 = $288

DGRO$183 − $8 = $175

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PREF, SCHD, CGDV, DGRO

Today

28.0%most shared, CGDV and DGRO

PREFSCHDCGDVDGRO

PREF—0.0%0.0%0.0%

SCHD0.0%—5.7%21.2%

CGDV0.0%5.7%—28.0%

DGRO0.0%21.2%28.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

PREFWorst drop−2.9%3.4% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+0.7%Year to date+33.8%

5.0%Yield2.9%

+1.9%Past year+38.8%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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PREF, SCHD, CGDV and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four