VIG vs PREF

AVIG

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · PREF $11,377

Lowest cost0.04%VIG · $4 on $10k

Most income5.04%PREF · $504 on $10k

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

Held in common0.0%VIG and PREF

VIG

PREF

Vanguard Dividend Appreciation ETF · $109BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+20.6%3 years · per year$17,533 · $13,036+9.2%

+11.2%5 years · per year$17,005 · $11,377+2.6%

0.04%Expense ratio$4 · $55 on $10k · lower wins0.55%

1.44%12-mo yield$144 · $504 on $10k5.04%

−7.9%Worst dropSmaller wins−2.9%

10.2%VolatilityLower wins3.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · PREF

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

Held in common0.0%

End-of-day Nov 4, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs PREF

VIG

Vanguard Dividend Appreciation

$17,005

PREF

Principal Spectrum Preferred Securities Active

$11,377

MeasureVIGPREF

Fee0.04%0.55%

Cost on $10k a year$4$55

Yield1.44%5.04%

5 years, per year+11.2%+2.6%

3 years, per year+20.6%+9.2%

Worst drop · 1Y−7.9%−2.9%

Volatility · 1Y10.2%3.3%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIG, PREF

Today

0.0%most shared, VIG and PREF

VIGPREF

VIG—0.0%

PREF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee