Compare · 3 funds side by side · dividends reinvested

PREF, SCHD and CGDV

PREFPrincipal×SCHDSchwab×CGDVCapital Group×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

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

Story of the three · RiskSmallest drop

PREF, SCHD and CGDV, 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%$122B1.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.9%+8.6%+2.6%−2.9%3.4%$1.9B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PREF

CGDV

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

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

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

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

PREF0.55%$55

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

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

+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

1Y

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD2.94%$294

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

CGDV$124 − $33 = $91

KeptFee

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

Overlap: PREF, SCHD, CGDV

Today

5.7%most shared, SCHD and CGDV

PREFSCHDCGDV

PREF—0.0%0.0%

SCHD0.0%—5.7%

CGDV0.0%5.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

PREFWorst drop−2.9%3.4% 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

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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PREF, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PREF, SCHD, CGDV