PREF vs DGRO

APREF

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DGRO $16,835

Lowest cost0.04%VYM · $4 on $10k

Most income5.03%PREF · $503 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 · $44.7B

+9.2%3 years · per year$13,030 · $17,593+20.7%

+2.6%5 years · per year$11,389 · $16,835+11.0%

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

5.03%12-mo yield$503 · $187 on $10k1.87%

−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 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B

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

PREF vs DGRO

PREF

Principal Spectrum Preferred Securities Active

$11,389

DGRO

iShares Core Dividend Growth

$16,835

MeasurePREFDGRO

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield5.03%1.87%

5 years, per year+2.6%+11.0%

3 years, per year+9.2%+20.7%

Worst drop · 1Y−2.9%−6.5%

Volatility · 1Y3.3%10.2%

3–3measures won
level

0.0%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PREF, DGRO, VYM

Today

61.3%most shared, DGRO and VYM

PREFDGROVYM

PREF—0.0%0.0%

DGRO0.0%—61.3%

VYM0.0%61.3%—

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

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

KeptFee

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