Compare · 2 funds side by side · dividends reinvested

PRFD and IAU

PRFDPIMCO×IAUiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,257IAU · best of the two

02 / 04

PRFD and IAU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.07%+0.5%+1.2%+9.2%[…]−3.6%3.6%$236M1.3

iShares Gold TrustCommodities · Gold0.25%0.00%−6.7%+0.4%+26.1%+17.4%−28.2%28.8%$61.0B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: PRFD 2023 · IAU 2005

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

PRFD

IAU

iShares Gold Trust · $61.0B$22,257

$10,000 five years ago, dividends reinvested

PRFDMeasureIAU

+0.5%Year to dateJan 1 → Nov 10−6.7%

+1.2%1 yearTotal return+0.4%

+9.2%3 years · per year$10,000 became $13,013 · $20,074+26.1%

[…]5 years · per year$10,000 became […] · $22,257+17.4%

0.87%Expense ratio$87 · $25 a year on $10k · lower is better0.25%

6.07%Trailing 12-mo yield$607 · $0 a year on $10k0.00%

−3.6%Worst dropSmaller is better−28.2%

3.6%VolatilityLower is calmer28.8%

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

5–2PRFD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRFD vs IAU: Top 5 Holdings

Today

PRFD

1.4%in top 5

IAU

in top 5[…]

PRFDStockIAU

0.4%MS-PQnot top 5

0.3%WFC-PZnot top 5

0.3%JPM-PLnot top 5

0.2%VOYA-PBnot top 5

0.2%T-PCnot top 5

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

PRFD vs IAU Returns, Every Period

PIMCOPRFD

+1.2%

past year

IAUiShares

+0.4%

past year

PRFDIAUFaded: behind in that period

2–1PRFD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Commodities: PRFD vs IAU

YTD

PIMCOPRFD

+0.5%

IAUiShares

−6.7%

+0.5%Year to date−6.7%

−3.6%Worst drop · 1Y−28.2%

3.6%Volatility · 1Y28.8%

6.1%Yield0.0%

$236MAssets$61.0B

4–0PRFD wins

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

Cost, Income and Risk

Fees: PRFD, IAU

Today

0.25%lowest, IAU

FundExpense ratioFee$10k

IAU0.25%$25

PRFD0.87%$87

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

Yields: PRFD, IAU

6.07%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.07%$607

IAU0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, PRFD

PRFD$607 − $87 = $520

IAU$0 − $25 = −$25

KeptFee

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

Overlap: PRFD, IAU

Today

[…]holdings […]

PRFDIAU

PRFD—[…]

IAU[…]—

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

Return vs Bumpiness: 2 ETFs

+1.2%PRFD, at 3.6% volatility

PRFDWorst drop−3.6%3.6% vol

IAUWorst drop−28.2%28.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDIAU

+0.5%Year to date−6.7%

6.1%Yield0.0%

+1.2%Past year+0.4%

0.87%Fee0.25%

3–1PRFD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Two

GLDM vs GLD

YTD

SPDRGLDM

−6.6%

GLDSPDR

−6.8%

−6.6%Year to date−6.8%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026