Compare · 2 funds side by side · dividends reinvested

PREF and SCHD

PREFPrincipal×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

PREF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.5%+1.7%+9.2%+2.6%−2.9%3.3%$1.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PREF 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,377

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

SCHDMeasurePREF

+35.3%Year to dateJan 1 → Nov 4+0.5%

+41.6%1 yearTotal return+1.7%

+21.4%3 years · per year$10,000 became $17,908 · $13,036+9.2%

+11.0%5 years · per year$10,000 became $16,881 · $11,377+2.6%

0.06%Expense ratio$6 · $55 a year on $10k · lower is better0.55%

2.91%Trailing 12-mo yield$291 · $504 a year on $10k5.04%

−6.9%Worst dropSmaller is better−2.9%

11.5%VolatilityLower is calmer3.3%

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

5–3SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs PREF: Top 5 Holdings

Today

SCHD

21.6%in top 5

PREF

in top 50.8%

SCHDStockPREF

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5GVMXX0.8%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs PREF Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

SCHDPREFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs PREF

YTD

SchwabSCHD

+35.3%

PREFPrincipal

+0.5%

+35.3%Year to date+0.5%

−6.9%Worst drop · 1Y−2.9%

11.5%Volatility · 1Y3.3%

2.9%Yield5.0%

$123BAssets$1.9B

3–1PREF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PREF0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PREF, SCHD

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PREF, SCHD

Today

0.0%most shared, PREF and SCHD

PREFSCHD

PREF—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

PREFWorst drop−2.9%3.3% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+0.5%Year to date+35.3%

5.0%Yield2.9%

+1.7%Past year+41.6%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026