SCHD vs PREF

ASCHD

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income5.00%PREF · $500 on $10k

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

Held in common0.0%SCHD and PREF

SCHD

PREF

Schwab U.S. Dividend Equity ETF · $122BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+19.6%3 years · per year$17,123 · $12,979+9.1%

+10.5%5 years · per year$16,459 · $11,478+2.8%

0.06%Expense ratio$6 · $55 on $10k · lower wins0.55%

2.96%12-mo yield$296 · $500 on $10k5.00%

−6.9%Worst dropSmaller wins−2.9%

11.8%VolatilityLower wins3.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PREF

0.0%GVMXX0.4%

Held in common0.0%

End-of-day Nov 9, 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%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.00%	+0.6%	+1.3%	+2.3%	+9.1%	+2.8%	−2.9%	$1.9B

End-of-day Nov 9, 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%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.00%	+0.6%	+1.3%	+2.3%	+9.1%	+2.8%	−2.9%	$1.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs PREF

SCHD

Schwab U.S. Dividend Equity

$16,459

PREF

Principal Spectrum Preferred Securities Active

$11,478

MeasureSCHDPREF

Fee0.06%0.55%

Cost on $10k a year$6$55

Yield2.96%5.00%

5 years, per year+10.5%+2.8%

3 years, per year+19.6%+9.1%

Worst drop · 1Y−6.9%−2.9%

Volatility · 1Y11.8%3.4%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, PREF, VYM

Today

21.9%most shared, SCHD and VYM

SCHDPREFVYM

SCHD—0.0%21.9%

PREF0.0%—0.0%

VYM21.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$445most kept, PREF

PREF$500 − $55 = $445

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee