Compare · 3 funds side by side · dividends reinvested

PREF, VYM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

PREF, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.5%+1.7%+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 4, 2026 · returns include dividends · since: PREF 2017 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

PREF

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

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

PREFMeasureVYM

+0.5%Year to dateJan 1 → Nov 4+17.2%

+1.7%1 yearTotal return+21.2%

+9.2%3 years · per year$10,000 became $13,036 · $17,970+21.6%

+2.6%5 years · per year$10,000 became $11,377 · $17,742+12.2%

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

5.04%Trailing 12-mo yield$504 · $222 a year on $10k2.22%

−2.9%Worst dropSmaller is better−6.7%

3.3%VolatilityLower is calmer10.1%

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

3–5VYM wins

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

More Ways to See the Pairs

PREF vs VYM: Top 5 Holdings

Today

PREF

0.8%in top 5

VYM

in top 518.2%

PREFStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

0.8%GVMXXnot top 5

Held in common0.0%

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

PREF vs VYM Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

PREFVYMFaded: behind in that period

0–4VYM wins

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

Unsorted vs Income: PREF vs SCHD

YTD

PrincipalPREF

+0.5%

SCHDSchwab

+35.3%

+0.5%Year to date+35.3%

−2.9%Worst drop · 1Y−6.9%

3.3%Volatility · 1Y11.5%

5.0%Yield2.9%

$1.9BAssets$123B

3–1PREF wins

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

Cost, Income and Risk

Fees: PREF, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

PREF0.55%$55

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

Yields: PREF, VYM, SCHD

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

SCHD2.91%$291

VYM2.22%$222

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

VYM$222 − $4 = $218

KeptFee

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

Overlap: PREF, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

PREFVYMSCHD

PREF—0.0%0.0%

VYM0.0%—21.9%

SCHD0.0%21.9%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

PREFWorst drop−2.9%3.3% vol

VYMWorst drop−6.7%10.1% 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 Three

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