Compare · 4 funds side by side · dividends reinvested

PREF, SCHD, CGDV and VYM

PREFPrincipal×SCHDSchwab×CGDVCapital Group×VYMVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,387VYM · best of the four

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

Story of the four · RiskSmallest drop

PREF, SCHD, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.1%+19.1%+20.3%+11.7%−6.7%10.8%$78.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.3%+8.4%+2.6%−2.9%3.4%$1.9B2.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$38.7B3.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: PREF 2017 · SCHD 2011 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PREF

More Ways to See the Pairs

PREF vs VYM: Top 5 Holdings

Today

PREF

0.4%in top 5

VYM

in top 518.2%

PREFStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Cost, Income and Risk

Fees: PREF, SCHD, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

CGDV0.33%$33

PREF0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

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%

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,387

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

PREFMeasureVYM

+0.4%Year to dateJan 1 → Nov 12+17.1%

+1.3%1 yearTotal return+19.1%

+8.4%3 years · per year$10,000 became $12,725 · $17,411+20.3%

+2.6%5 years · per year$10,000 became $11,365 · $17,387+11.7%

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

5.04%Trailing 12-mo yield$504 · $223 a year on $10k2.23%

−2.9%Worst dropSmaller is better−6.7%

3.4%VolatilityLower is calmer10.8%

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

3–5VYM 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 VYM Returns, Every Period

5Y

PrincipalPREF

+2.6%

5 years, per year

VYMVanguard

+11.7%

5 years, per year

PREFVYMFaded: behind in that period

0–4VYM wins

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

Unsorted vs Income: PREF vs SCHD

YTD

PrincipalPREF

+0.4%

SCHDSchwab

+34.2%

+0.4%Year to date+34.2%

−2.9%Worst drop · 1Y−6.9%

3.4%Volatility · 1Y11.7%

5.0%Yield2.9%

$1.9BAssets$123B

3–1PREF wins

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

Yields: PREF, SCHD, CGDV, VYM

1Y

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

SCHD2.93%$293

VYM2.23%$223

CGDV1.24%$124

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

Income After Fees on $10,000

1Y

$449most kept, PREF

PREF$504 − $55 = $449

SCHD$293 − $6 = $287

VYM$223 − $4 = $219

CGDV$124 − $33 = $91

KeptFee

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

Overlap: PREF, SCHD, CGDV, VYM

Today

23.2%most shared, CGDV and VYM

PREFSCHDCGDVVYM

PREF—0.1%0.0%0.0%

SCHD0.1%—5.7%21.9%

CGDV0.0%5.7%—23.2%

VYM0.0%21.9%23.2%—

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.4% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

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

Paid More vs Made More

YTD

PREFSCHD

+0.4%Year to date+34.2%

5.0%Yield2.9%

+1.3%Past year+36.8%

0.55%Fee0.06%

3–1SCHD 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, SCHD, CGDV and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four