Compare · 3 funds side by side · dividends reinvested

SCHD, PRFD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomePRFD · 6.09% · $609 a year on $10k

Story of the three · RiskSmallest drop

SCHD, PRFD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.0

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.09%+0.2%+0.7%+9.0%[…]−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 12, 2026 · returns include dividends · since: SCHD 2011 · PRFD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PRFD

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

PRFD

More Ways to See the Pairs

PRFD vs SCHD: Top 5 Holdings

Today

PRFD

1.3%in top 5

SCHD

in top 521.7%

PRFDStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, PRFD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PRFD0.87%$87

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SCHD, PRFD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+0.2%Year to dateJan 1 → Nov 12+34.2%

+0.7%1 yearTotal return+36.8%

+9.0%3 years · per year$10,000 became $12,960 · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

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

6.09%Trailing 12-mo yield$609 · $293 a year on $10k2.93%

−3.6%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 12, 2026 · share of each fund

PRFD vs SCHD Returns, Every Period

1Y

PIMCOPRFD

+0.7%

past year

SCHDSchwab

+36.8%

past year

PRFDSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: PRFD vs SCHD

YTD

PIMCOPRFD

+0.2%

SCHDSchwab

+34.2%

+0.2%Year to date+34.2%

−3.6%Worst drop · 1Y−6.9%

3.6%Volatility · 1Y11.7%

6.1%Yield2.9%

$236MAssets$124B

3–1PRFD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.09%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.09%$609

SCHD2.93%$293

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$522most kept, PRFD

PRFD$609 − $87 = $522

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCHD, PRFD, VIG

Today

14.5%most shared, SCHD and VIG

SCHDPRFDVIG

SCHD—0.0%14.5%

PRFD0.0%—0.0%

VIG14.5%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

PRFDWorst drop−3.6%3.6% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDSCHD

+0.2%Year to date+34.2%

6.1%Yield2.9%

+0.7%Past year+36.8%

0.87%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCHD, PRFD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three