Compare · 3 funds side by side · dividends reinvested

PREF, VYM and VIG

PREFPrincipal×VYMVanguard×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

PREF, VYM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−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 5, 2026 · returns include dividends · since: PREF 2017 · VYM 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

PREF

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

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

PREFMeasureVYM

+0.4%Year to dateJan 1 → Nov 5+13.3%

+1.6%1 yearTotal return+17.7%

+9.2%3 years · per year$10,000 became $13,033 · $17,266+20.0%

+2.6%5 years · per year$10,000 became $11,373 · $17,002+11.2%

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

5.04%Trailing 12-mo yield$504 · $230 a year on $10k2.30%

−2.9%Worst dropSmaller is better−6.7%

3.3%VolatilityLower is calmer10.6%

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

3–5VYM 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 VYM: Top 5 Holdings

Today

PREF

0.2%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%

0.2%GVMXXnot top 5

Held in common0.0%

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

PREF vs VYM Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

PREFVYMFaded: behind in that period

0–4VYM wins

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

Unsorted vs Income: PREF vs VYM

YTD

PrincipalPREF

+0.4%

VYMVanguard

+13.3%

+0.4%Year to date+13.3%

−2.9%Worst drop · 1Y−6.7%

3.3%Volatility · 1Y10.6%

5.0%Yield2.3%

$1.9BAssets$78.9B

3–1PREF wins

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

Cost, Income and Risk

Fees: PREF, VYM, VIG

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

VIG0.04%$4

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PREF, VYM, VIG

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

VYM2.30%$230

VIG1.49%$149

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

VYM$230 − $4 = $226

VIG$149 − $4 = $145

KeptFee

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

Overlap: PREF, VYM, VIG

Today

60.6%most shared, VYM and VIG

PREFVYMVIG

PREF—0.0%0.0%

VYM0.0%—60.6%

VIG0.0%60.6%—

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

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

PREFWorst drop−2.9%3.3% vol

VYMWorst drop−6.7%10.6% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

PREFVYM

+0.4%Year to date+13.3%

5.0%Yield2.3%

+1.6%Past year+17.7%

0.55%Fee0.04%

3–1VYM 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026