SCHD vs PRFD

ASCHD

BPRFD

Measures won2–3PRFD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.05%PRFD · $605 on $10k

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

Held in common0.0%SCHD and PRFD

SCHD

PRFD

Schwab U.S. Dividend Equity ETF · $122BPIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M

+19.6%3 years · per year$17,123 · $13,150+9.6%

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $87 on $10k · lower wins0.87%

2.96%12-mo yield$296 · $605 on $10k6.05%

−6.9%Worst dropSmaller wins−3.6%

11.8%VolatilityLower wins3.6%

2–3PRFD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · PRFD

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

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

Both

5Y2 funds

#			Trend
1	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
2	BPRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.05%	+0.2%	+0.8%	+1.4%	+9.6%	new	−3.6%	$236M

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

Both

5Y2 funds

#			Trend
1	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
2	BPRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.05%	+0.2%	+0.8%	+1.4%	+9.6%	new	−3.6%	$236M

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 PRFD

SCHD

Schwab U.S. Dividend Equity

$16,459

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

MeasureSCHDPRFD

Fee0.06%0.87%

Cost on $10k a year$6$87

Yield2.96%6.05%

5 years, per year+10.5%[…]

3 years, per year+19.6%+9.6%

Worst drop · 1Y−6.9%−3.6%

Volatility · 1Y11.8%3.6%

3–2measures won
PRFD first

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, PRFD

Today

0.0%most shared, SCHD and PRFD

SCHDPRFD

SCHD—0.0%

PRFD0.0%—

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

Income After Fees on $10,000

$518most kept, PRFD

PRFD$605 − $87 = $518

SCHD$296 − $6 = $290

KeptFee

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