Compare · 3 funds side by side · dividends reinvested

VYM, PREF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

VYM, PREF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Rank among the three1st → 3rdFee, 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: VYM 2006 · PREF 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

PREF

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

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

VYMMeasurePREF

+12.8%Year to dateJan 1 → Nov 6+0.7%

+16.5%1 yearTotal return+1.8%

+19.6%3 years · per year$10,000 became $17,107 · $13,030+9.2%

+11.1%5 years · per year$10,000 became $16,941 · $11,389+2.6%

0.04%Expense ratio$4 · $55 a year on $10k · lower is better0.55%

2.31%Trailing 12-mo yield$231 · $503 a year on $10k5.03%

−6.7%Worst dropSmaller is better−2.9%

10.6%VolatilityLower is calmer3.3%

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

5–3VYM wins

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

More Ways to See the Pairs

VYM vs PREF: Top 5 Holdings

Today

VYM

18.2%in top 5

PREF

in top 50.4%

VYMStockPREF

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

not top 5GVMXX0.4%

Held in common0.0%

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

VYM vs PREF Returns, Every Period

VanguardVYM

+11.1%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

VYMPREFFaded: behind in that period

4–0VYM wins

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

Income vs Unsorted: VYM vs PREF

YTD

VanguardVYM

+12.8%

PREFPrincipal

+0.7%

+12.8%Year to date+0.7%

−6.7%Worst drop · 1Y−2.9%

10.6%Volatility · 1Y3.3%

2.3%Yield5.0%

$78.9BAssets$1.9B

3–1PREF wins

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

Cost, Income and Risk

Fees: VYM, PREF, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

PREF0.55%$55

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

Yields: VYM, PREF, SCHD

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

SCHD3.00%$300

VYM2.31%$231

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

VYM$231 − $4 = $227

KeptFee

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

Overlap: VYM, PREF, SCHD

Today

21.9%most shared, VYM and SCHD

VYMPREFSCHD

VYM—0.0%21.9%

PREF0.0%—0.0%

SCHD21.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

PREFWorst drop−2.9%3.3% vol

VYMWorst drop−6.7%10.6% 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 Three

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