Compare · 3 funds side by side · dividends reinvested

PREF, VIG and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

PREF, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: PREF 2017 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

PREF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

PREFMeasureVIG

+0.7%Year to dateJan 1 → Nov 6+12.1%

+1.8%1 yearTotal return+14.3%

+9.2%3 years · per year$10,000 became $13,030 · $16,669+18.6%

+2.6%5 years · per year$10,000 became $11,389 · $16,243+10.2%

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

5.03%Trailing 12-mo yield$503 · $150 a year on $10k1.50%

−2.9%Worst dropSmaller is better−7.9%

3.3%VolatilityLower is calmer10.8%

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

3–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

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%

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PREF vs VIG Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

PREFVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PREF vs DGRO

YTD

PrincipalPREF

+0.7%

DGROiShares

+16.6%

+0.7%Year to date+16.6%

−2.9%Worst drop · 1Y−6.5%

3.3%Volatility · 1Y10.2%

5.0%Yield1.9%

$1.9BAssets$44.9B

3–1PREF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

DGRO0.08%$8

PREF0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PREF, VIG, DGRO

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

DGRO1.87%$187

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PREF, VIG, DGRO

Today

68.1%most shared, VIG and DGRO

PREFVIGDGRO

PREF—0.0%0.0%

VIG0.0%—68.1%

DGRO0.0%68.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

PREFWorst drop−2.9%3.3% vol

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PREFDGRO

+0.7%Year to date+16.6%

5.0%Yield1.9%

+1.8%Past year+20.3%

0.55%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026