Compare · 3 funds side by side · dividends reinvested

PRFD, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

PRFD, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.9

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.05%+0.8%+1.4%+9.6%[…]−3.6%3.6%$236M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: PRFD 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

PRFD

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

PRFDMeasureSCHD

+0.8%Year to dateJan 1 → Nov 9+33.2%

+1.4%1 yearTotal return+39.1%

+9.6%3 years · per year$10,000 became $13,150 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.87%Expense ratio$87 · $6 a year on $10k · lower is better0.06%

6.05%Trailing 12-mo yield$605 · $296 a year on $10k2.96%

−3.6%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.8%

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

3–4SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRFD vs SCHD: Top 5 Holdings

Today

PRFD

1.4%in top 5

SCHD

in top 521.4%

PRFDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

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 common0.0%

End-of-day Nov 9, 2026 · share of each fund

PRFD vs SCHD Returns, Every Period

PIMCOPRFD

+1.4%

past year

SCHDSchwab

+39.1%

past year

PRFDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PRFD vs SCHD

YTD

PIMCOPRFD

+0.8%

SCHDSchwab

+33.2%

+0.8%Year to date+33.2%

−3.6%Worst drop · 1Y−6.9%

3.6%Volatility · 1Y11.8%

6.0%Yield3.0%

$236MAssets$122B

3–1PRFD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRFD, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

PRFD0.87%$87

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PRFD, SCHD, DGRO

6.05%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.05%$605

SCHD2.96%$296

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$518most kept, PRFD

PRFD$605 − $87 = $518

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PRFD, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

PRFDSCHDDGRO

PRFD—0.0%0.0%

SCHD0.0%—21.3%

DGRO0.0%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

PRFDWorst drop−3.6%3.6% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDSCHD

+0.8%Year to date+33.2%

6.0%Yield3.0%

+1.4%Past year+39.1%

0.87%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026