PQDI vs SCHD5YPQDIPQDIAvsBSCHDSCHDPrincipal Spectrum Preferred and Income ETF · $123MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+7.6%3 years · per year$12,450 · $17,374+20.2%+2.5%5 years · per year$11,329 · $16,418+10.4%Cost and income0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%5.95%
Overlap: PQDI, SCHD, JEPIToday8.5%most shared, SCHD and JEPIPQDISCHDJEPIPQDI—0.2%0.0%SCHD0.2%—8.5%JEPI0.0%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
PQDI vs SCHD5YAPQDIPrincipal Spectrum Preferred and Income$11,329vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3APQDIPrincipal Spectrum Preferred and Income ETFReadDesk0.60%5.95%−0.3%−0.9%+0.2%+7.6%+2.5%−3.4%$123MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3APQDIPrincipal Spectrum Preferred and Income ETFReadDesk0.60%5.95%−0.3%−0.9%+0.2%+7.6%+2.5%−3.4%$123MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: PQDI, SCHD, JEPIToday8.5%most shared, SCHD and JEPIPQDISCHDJEPIPQDI—0.2%0.0%SCHD0.2%—8.5%JEPI0.0%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752PQDI$595 − $60 = $535SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee