PQDI vs VYM

APQDI

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,742VYM · PQDI $11,442

Lowest cost0.04%VYM · $4 on $10k

Most income5.90%PQDI · $590 on $10k

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

Held in common0.5%PQDI and VYM

PQDI

VYM

Principal Spectrum Preferred and Income ETF · $122MVanguard High Dividend Yield ETF · $78.9B

+8.8%3 years · per year$12,871 · $17,970+21.6%

+2.7%5 years · per year$11,442 · $17,742+12.2%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

5.90%12-mo yield$590 · $222 on $10k2.22%

−3.4%Worst dropSmaller wins−6.7%

3.7%VolatilityLower wins10.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQDI · VYM

0.4%BAC1.5%

0.1%FITB0.2%

0.2%EQH0.1%

Held in common0.5%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
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 VYM

PQDI

Principal Spectrum Preferred and Income

$11,442

VYM

Vanguard High Dividend Yield

$17,742

MeasurePQDIVYM

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield5.90%2.22%

5 years, per year+2.7%+12.2%

3 years, per year+8.8%+21.6%

Worst drop · 1Y−3.4%−6.7%

Volatility · 1Y3.7%10.1%

3–3measures won
level

0.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PQDI, VYM

Today

0.5%most shared, PQDI and VYM

PQDIVYM

PQDI—0.5%

VYM0.5%—

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

VYM$222 − $4 = $218

KeptFee

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