PREF vs DGRO

APREF

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and DGRO

PREF

DGRO

Principal Spectrum Preferred Securities Active ETF · $1.9BiShares Core Dividend Growth ETF · $46.1B

+9.2%3 years · per year$13,033 · $17,770+21.1%

+2.6%5 years · per year$11,373 · $16,941+11.1%

0.55%Expense ratio$55 · $8 on $10k · lower wins0.08%

5.04%12-mo yield$504 · $186 on $10k1.86%

−2.9%Worst dropSmaller wins−6.5%

3.3%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPREF · DGRO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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

Cards for this view

PREF vs DGRO

PREF

Principal Spectrum Preferred Securities Active

$11,373

DGRO

iShares Core Dividend Growth

$16,941

MeasurePREFDGRO

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield5.04%1.86%

5 years, per year+2.6%+11.1%

3 years, per year+9.2%+21.1%

Worst drop · 1Y−2.9%−6.5%

Volatility · 1Y3.3%10.2%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PREF, DGRO, SCHD

Today

21.1%most shared, DGRO and SCHD

PREFDGROSCHD

PREF—0.0%0.0%

DGRO0.0%—21.1%

SCHD0.0%21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee