Compare · 2 funds side by side · dividends reinvested

PRFD and SCHD

PRFDPIMCO×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

PRFD and SCHD, 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%$122B1.4

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.05%+0.8%+1.4%+9.6%[…]−3.6%3.6%$236M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PRFD

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

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

SCHDMeasurePRFD

+33.2%Year to dateJan 1 → Nov 9+0.8%

+39.1%1 yearTotal return+1.4%

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

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

0.06%Expense ratio$6 · $87 a year on $10k · lower is better0.87%

2.96%Trailing 12-mo yield$296 · $605 a year on $10k6.05%

−6.9%Worst dropSmaller is better−3.6%

11.8%VolatilityLower is calmer3.6%

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

4–3SCHD wins

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

More Ways to See the Pairs

SCHD vs PRFD: Top 5 Holdings

Today

SCHD

21.4%in top 5

PRFD

in top 51.4%

SCHDStockPRFD

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5MS-PQ0.4%

not top 5WFC-PZ0.3%

not top 5JPM-PL0.3%

not top 5VOYA-PB0.2%

not top 5T-PC0.2%

Held in common0.0%

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

SCHD vs PRFD Returns, Every Period

SchwabSCHD

+39.1%

past year

PRFDPIMCO

+1.4%

past year

SCHDPRFDFaded: behind in that period

3–0SCHD wins

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

Income vs Unsorted: SCHD vs PRFD

YTD

SchwabSCHD

+33.2%

PRFDPIMCO

+0.8%

+33.2%Year to date+0.8%

−6.9%Worst drop · 1Y−3.6%

11.8%Volatility · 1Y3.6%

3.0%Yield6.0%

$122BAssets$236M

3–1PRFD wins

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

Cost, Income and Risk

Fees: PRFD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PRFD0.87%$87

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

Yields: PRFD, SCHD

6.05%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.05%$605

SCHD2.96%$296

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

KeptFee

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

Overlap: PRFD, SCHD

Today

0.0%most shared, PRFD and SCHD

PRFDSCHD

PRFD—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

PRFDWorst drop−3.6%3.6% 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 Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026