Compare · 2 funds side by side · dividends reinvested

SCHD and PREF

SCHDSchwab×PREFPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and PREF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · PREF 2017

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

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

SCHDMeasurePREF

+31.4%Year to dateJan 1 → Nov 6+0.7%

+37.0%1 yearTotal return+1.8%

+20.0%3 years · per year$10,000 became $17,266 · $13,030+9.2%

+10.2%5 years · per year$10,000 became $16,267 · $11,389+2.6%

0.06%Expense ratio$6 · $55 a year on $10k · lower is better0.55%

3.00%Trailing 12-mo yield$300 · $503 a year on $10k5.03%

−6.9%Worst dropSmaller is better−2.9%

11.7%VolatilityLower is calmer3.3%

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

5–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs PREF: Top 5 Holdings

Today

SCHD

21.4%in top 5

PREF

in top 50.4%

SCHDStockPREF

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs PREF Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

SCHDPREFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs PREF

YTD

SchwabSCHD

+31.4%

PREFPrincipal

+0.7%

+31.4%Year to date+0.7%

−6.9%Worst drop · 1Y−2.9%

11.7%Volatility · 1Y3.3%

3.0%Yield5.0%

$120BAssets$1.9B

3–1PREF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, PREF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PREF0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, PREF

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, PREF

Today

0.0%most shared, SCHD and PREF

SCHDPREF

SCHD—0.0%

PREF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.3% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSCHD

+0.7%Year to date+31.4%

5.0%Yield3.0%

+1.8%Past year+37.0%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026