PRFD vs SCHD

APRFD

BSCHD

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · SCHD $16,428

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 SCHD

PRFD

SCHD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MSchwab U.S. Dividend Equity ETF · $122B

+9.2%3 years · per year$13,013 · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

0.87%Expense ratio$87 · $6 on $10k · lower wins0.06%

6.07%12-mo yield$607 · $294 on $10k2.94%

−3.6%Worst dropSmaller wins−6.9%

3.6%VolatilityLower wins11.8%

3–2PRFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFD · SCHD

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
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 SCHD

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasurePRFDSCHD

Fee0.87%0.06%

Cost on $10k a year$87$6

Yield6.07%2.94%

5 years, per year[…]+10.4%

3 years, per year+9.2%+19.5%

Worst drop · 1Y−3.6%−6.9%

Volatility · 1Y3.6%11.8%

3–2measures won
PRFD first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PRFDSCHDVIG

PRFD—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

KeptFee

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