PQDI vs SCHD

APQDI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · PQDI $11,442

Lowest cost0.06%SCHD · $6 on $10k

Most income5.90%PQDI · $590 on $10k

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

Held in common0.1%PQDI and SCHD

PQDI

SCHD

Principal Spectrum Preferred and Income ETF · $122MSchwab U.S. Dividend Equity ETF · $121B

+8.8%3 years · per year$12,871 · $17,908+21.4%

+2.7%5 years · per year$11,442 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

5.90%12-mo yield$590 · $291 on $10k2.91%

−3.4%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQDI · SCHD

0.1%FITB1.2%

0.7%GVMXX0.0%

Held in common0.1%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PQDI vs SCHD

PQDI

Principal Spectrum Preferred and Income

$11,442

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePQDISCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield5.90%2.91%

5 years, per year+2.7%+11.0%

3 years, per year+8.8%+21.4%

Worst drop · 1Y−3.4%−6.9%

Volatility · 1Y3.7%11.5%

3–3measures won
level

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PQDI, SCHD

Today

0.1%most shared, PQDI and SCHD

PQDISCHD

PQDI—0.1%

SCHD0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$530most kept, PQDI

PQDI$590 − $60 = $530

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee