PRFD vs DGRO

APRFD

BDGRO

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$17,075DGRO · VIG $16,583

Lowest cost0.04%VIG · $4 on $10k

Most income6.07%PRFD · $607 on $10k

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common0.0%PRFD and DGRO

PRFD

DGRO

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MiShares Core Dividend Growth ETF · $45.5B

+9.2%3 years · per year$13,013 · $17,474+20.4%

[…]5 years · per year[…] · $17,075+11.3%

0.87%Expense ratio$87 · $8 on $10k · lower wins0.08%

6.07%12-mo yield$607 · $183 on $10k1.83%

−3.6%Worst dropSmaller wins−6.5%

3.6%VolatilityLower wins10.3%

3–2PRFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFD · DGRO

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

Held in common0.0%

End-of-day Nov 10, 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%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 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%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRFD vs DGRO

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

DGRO

iShares Core Dividend Growth

$17,075

MeasurePRFDDGRO

Fee0.87%0.08%

Cost on $10k a year$87$8

Yield6.07%1.83%

5 years, per year[…]+11.3%

3 years, per year+9.2%+20.4%

Worst drop · 1Y−3.6%−6.5%

Volatility · 1Y3.6%10.3%

3–2measures won
PRFD first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Overlap: PRFD, DGRO, VIG

Today

68.5%most shared, DGRO and VIG

PRFDDGROVIG

PRFD—0.0%0.0%

DGRO0.0%—68.5%

VIG0.0%68.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, PRFD

PRFD$607 − $87 = $520

DGRO$183 − $8 = $175

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee