Compare · 3 funds side by side · dividends reinvested

PREF, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

PREF, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$44.9B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$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 5, 2026 · returns include dividends · since: PREF 2017 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

PREF

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

PREFMeasureSCHD

+0.4%Year to dateJan 1 → Nov 5+32.3%

+1.6%1 yearTotal return+38.7%

+9.2%3 years · per year$10,000 became $13,033 · $17,414+20.3%

+2.6%5 years · per year$10,000 became $11,373 · $16,375+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

5.04%Trailing 12-mo yield$504 · $298 a year on $10k2.98%

−2.9%Worst dropSmaller is better−6.9%

3.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

PREF vs SCHD: Top 5 Holdings

Today

PREF

0.2%in top 5

SCHD

in top 521.7%

PREFStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.2%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PREF vs SCHD Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PREFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs SCHD

YTD

PrincipalPREF

+0.4%

SCHDSchwab

+32.3%

+0.4%Year to date+32.3%

−2.9%Worst drop · 1Y−6.9%

3.3%Volatility · 1Y11.7%

5.0%Yield3.0%

$1.9BAssets$120B

3–1PREF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

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 5, 2026 · fee on $10,000 a year

Yields: PREF, SCHD, DGRO

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

SCHD2.98%$298

DGRO1.86%$186

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PREF, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

PREFSCHDDGRO

PREF—0.0%0.0%

SCHD0.0%—21.1%

DGRO0.0%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.3% vol

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+0.4%Year to date+32.3%

5.0%Yield3.0%

+1.6%Past year+38.7%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026