VIG vs PREF

AVIG

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · JEPI $14,448

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 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

+18.8%3 years · per year$16,775 · $12,979+9.1%

+10.7%5 years · per year$16,638 · $11,478+2.8%

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

1.46%12-mo yield$146 · $500 on $10k5.00%

−7.9%Worst dropSmaller wins−2.9%

11.0%VolatilityLower wins3.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · PREF

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

All Three

5Y3 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
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

VIG vs PREF

VIG

Vanguard Dividend Appreciation

$16,638

PREF

Principal Spectrum Preferred Securities Active

$11,478

MeasureVIGPREF

Fee0.04%0.55%

Cost on $10k a year$4$55

Yield1.46%5.00%

5 years, per year+10.7%+2.8%

3 years, per year+18.8%+9.1%

Worst drop · 1Y−7.9%−2.9%

Volatility · 1Y11.0%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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: VIG, PREF, JEPI

Today

31.2%most shared, VIG and JEPI

VIGPREFJEPI

VIG—0.0%31.2%

PREF0.0%—0.0%

JEPI31.2%0.0%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PREF$500 − $55 = $445

VIG$146 − $4 = $142

KeptFee

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