Compare · 4 funds side by side · dividends reinvested

PREF, VIG, CGDV and SCHD

PREFPrincipal×VIGVanguard×CGDVCapital Group×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

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

Story of the four · RiskSmallest drop

PREF, VIG, CGDV and SCHD, 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%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.9%+8.6%+2.6%−2.9%3.4%$1.9B2.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B3.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: PREF 2017 · VIG 2006 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PREF

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PREF vs VIG: Top 5 Holdings

Today

PREF

0.4%in top 5

VIG

in top 522.1%

PREFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: PREF, VIG, CGDV, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

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 Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO 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%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

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

PREFMeasureVIG

+0.7%Year to dateJan 1 → Nov 10+15.1%

+1.9%1 yearTotal return+17.8%

+8.6%3 years · per year$10,000 became $12,812 · $16,696+18.6%

+2.6%5 years · per year$10,000 became $11,396 · $16,583+10.6%

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

5.03%Trailing 12-mo yield$503 · $146 a year on $10k1.46%

−2.9%Worst dropSmaller is better−7.9%

3.4%VolatilityLower is calmer11.0%

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

3–5VIG 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 VIG Returns, Every Period

5Y

PrincipalPREF

+2.6%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

PREFVIGFaded: behind in that period

0–4VIG 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$123B

3–1PREF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: PREF, VIG, CGDV, SCHD

1Y

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD2.94%$294

VIG1.46%$146

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

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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

Overlap: PREF, VIG, CGDV, SCHD

Today

29.3%most shared, VIG and CGDV

PREFVIGCGDVSCHD

PREF—0.0%0.0%0.0%

VIG0.0%—29.3%14.5%

CGDV0.0%29.3%—5.7%

SCHD0.0%14.5%5.7%—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

PREFWorst drop−2.9%3.4% vol

VIGWorst drop−7.9%11.0% 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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PREF, VIG, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four