Compare · 3 funds side by side · dividends reinvested

PREF, SCHD and DGRO

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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 · 5.52% · $552 a year on $10k

Story of the three · RiskSmallest drop

PREF, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.52%+0.4%+1.3%+8.4%+2.6%−2.9%3.4%$1.9B2.3

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 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PREF

DGRO

iShares Core Dividend Growth ETF · $45.9B$17,091

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

PREF

More Ways to See the Pairs

PREF vs DGRO: Top 5 Holdings

Today

PREF

0.4%in top 5

DGRO

in top 514.9%

PREFStockDGRO

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5MSFT3.0%

not top 5XOM2.9%

not top 5JNJ2.8%

Cost, Income and Risk

Fees: PREF, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PREF0.55%$55

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

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%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DGRO

+0.4%Year to dateJan 1 → Nov 12+19.6%

+1.3%1 yearTotal return+21.4%

+8.4%3 years · per year$10,000 became $12,725 · $17,598+20.7%

+2.6%5 years · per year$10,000 became $11,365 · $17,091+11.3%

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

5.52%Trailing 12-mo yield$552 · $182 a year on $10k1.82%

−2.9%Worst dropSmaller is better−6.5%

3.4%VolatilityLower is calmer10.3%

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

3–5DGRO 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 DGRO Returns, Every Period

5Y

PrincipalPREF

+2.6%

5 years, per year

DGROiShares

+11.3%

5 years, per year

PREFDGROFaded: behind in that period

0–4DGRO 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%

5.5%Yield2.9%

$1.9BAssets$124B

3–1PREF wins

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

Yields: PREF, SCHD, DGRO

1Y

5.52%highest, PREF

FundTrailing yieldYield$10k

PREF5.52%$552

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$497most kept, PREF

PREF$552 − $55 = $497

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

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

Overlap: PREF, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

PREFSCHDDGRO

PREF—0.1%0.0%

SCHD0.1%—21.1%

DGRO0.0%21.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.4% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% 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%

5.5%Yield2.9%

+1.3%Past year+36.8%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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PREF, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PREF, SCHD, DGRO