PQDI vs DGRO

APQDI

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · PQDI $11,418

Lowest cost0.08%DGRO · $8 on $10k

Most income5.92%PQDI · $592 on $10k

Smallest drop−3.4%PQDI · worst fall in 1Y

Held in common0.5%PQDI and DGRO

PQDI

DGRO

Principal Spectrum Preferred and Income ETF · $123MiShares Core Dividend Growth ETF · $44.9B

+8.5%3 years · per year$12,766 · $17,593+20.7%

+2.7%5 years · per year$11,418 · $16,835+11.0%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

5.92%12-mo yield$592 · $187 on $10k1.87%

−3.4%Worst dropSmaller wins−6.5%

3.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQDI · DGRO

0.4%BAC1.3%

0.1%FITB0.3%

0.2%EQH0.1%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PQDI vs DGRO

PQDI

Principal Spectrum Preferred and Income

$11,418

DGRO

iShares Core Dividend Growth

$16,835

MeasurePQDIDGRO

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield5.92%1.87%

5 years, per year+2.7%+11.0%

3 years, per year+8.5%+20.7%

Worst drop · 1Y−3.4%−6.5%

Volatility · 1Y3.8%10.2%

3–3measures won
level

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: PQDI, DGRO

Today

0.5%most shared, PQDI and DGRO

PQDIDGRO

PQDI—0.5%

DGRO0.5%—

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

Income After Fees on $10,000

$532most kept, PQDI

PQDI$592 − $60 = $532

DGRO$187 − $8 = $179

KeptFee

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