Compare · 2 funds side by side · dividends reinvested

VYM and PREF

VYMVanguard×PREFPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,254VYM · best of the two

02 / 04

VYM and PREF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.00%+1.3%+2.3%+9.1%+2.8%−2.9%3.4%$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 9, 2026 · returns include dividends · since: VYM 2006 · PREF 2017

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,254

VYM

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,478

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

VYMMeasurePREF

+15.4%Year to dateJan 1 → Nov 9+1.3%

+19.5%1 yearTotal return+2.3%

+19.7%3 years · per year$10,000 became $17,150 · $12,979+9.1%

+11.5%5 years · per year$10,000 became $17,254 · $11,478+2.8%

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

2.26%Trailing 12-mo yield$226 · $500 a year on $10k5.00%

−6.7%Worst dropSmaller is better−2.9%

10.8%VolatilityLower is calmer3.4%

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

5–3VYM wins

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

VYM vs PREF Returns, Every Period

VanguardVYM

+11.5%

5 years, per year

PREFPrincipal

+2.8%

5 years, per year

VYMPREFFaded: behind in that period

4–0VYM wins

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

Income vs Unsorted: VYM vs PREF

YTD

VanguardVYM

+15.4%

PREFPrincipal

+1.3%

+15.4%Year to date+1.3%

−6.7%Worst drop · 1Y−2.9%

10.8%Volatility · 1Y3.4%

2.3%Yield5.0%

$78.9BAssets$1.9B

3–1PREF wins

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

Cost, Income and Risk

Fees: VYM, PREF

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

PREF0.55%$55

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

Yields: VYM, PREF

5.00%highest, PREF

FundTrailing yieldYield$10k

PREF5.00%$500

VYM2.26%$226

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

Income After Fees on $10,000

$445most kept, PREF

PREF$500 − $55 = $445

VYM$226 − $4 = $222

KeptFee

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

Overlap: VYM, PREF

Today

0.0%most shared, VYM and PREF

VYMPREF

VYM—0.0%

PREF0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.5%VYM, at 10.8% volatility

PREFWorst drop−2.9%3.4% vol

VYMWorst drop−6.7%10.8% vol

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

Paid More vs Made More

YTD

PREFVYM

+1.3%Year to date+15.4%

5.0%Yield2.3%

+2.3%Past year+19.5%

0.55%Fee0.04%

3–1VYM 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%

$120BAssets$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