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Income

Principal·2 of 17 funds·1% of Principal’s moneyIn the market’s Income bucket: 582 ETFs · $1.01T · +16.8% YTD

Data as of Nov 5, 2026 · a scoreboard, not advice

1Y record
1–0
Made money
100%
Assets
$132M
Share of Income
0%

Story of the Week

Week of Nov 2, 2026
SCHD$121BVIG$109BVYM$78.9BJEPI$46.0BDGRO$45.1BJEPQ$41.8BCGDV$38.8BRDVY$25.7BDVY$23.6BSDY$22.6BIncome ETFs · current AUMPrincipal · 0 funds$0Vanguard · 2 funds$188BThe 10 Largest Income ETFsTodayPrincipal funds in gold0 of 10are Principal’s
02 / 03

Principal’s Total Income Funds

1Y
2 funds · 100% made money new: under a year old
Made money$122M
Too new for 1Y$10.1M · under a year old
Principal income ETFs · past-year returns · as of Nov 5, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

Principal in Income

Today
Principal $132MEveryone else $1.01T

Principal holds 0% of Income AUM

Principal ETFs · current holdings · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Principal’s Income Funds vs AUM

Today
0%of the funds0%of the AUM
Income ETFsFundsAUM
Principal2 · 0%$132M · 0%
Everyone else580 · 100%$1.01T · 100%
Income ETFs · current AUM · as of Nov 5, 2026 · 582 funds
@TheETFTracker·theetftracker.com

Top 2 Principal Income ETFs

Today
$132M of $132M
#FundAUM ▼1YFee
1PQDISpectrum Preferred and Income$122M+1.0%$0.60
2PCOVEquity Premium Income$10.1M[…]$0.34
Principal income ETFs · current AUM · as of Nov 5, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Income Names

PQDI vs SCHD

YTD
Principal · $122.2M
−0.1%
Schwab · $121B
+35.3%
Jan 1Nov 4−0.1%+35.3%
+1.0%Past year+41.6%
$122MAssets$121B
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

USMC vs PQDI

1Y
Principal · $4.9B
+9.8%
Principal · $122.2M
+1.0%
Nov 4, 2025Nov 4, 2026+9.8%+1.0%
+11.1%Year to date−0.1%
0.12%Fee0.60%
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

The Year in Principal Income ETFs

Principal’s Income ETF Record

1Y
1–0made money · lost
of 1 with a full year
100%all ETFs 78%
Each bar is one fund · 1Y return
0 lost1 made money
Principal income ETFs · past-year returns · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Principal’s Income ETF Fees

Today
$0.58per $100 a year, typical
Funds at each fee · per $100 a year
1 fund at $0.60$122M · 92% of the money
Principal income ETFs · current fees · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Inside Income

Largest ETFs in Each Strategy

YTD
StrategyFunds3 biggestMoneyAssetsYTD
Dividend stocks402SCHD · VIG · VYM$854B+18.0%
Premium income91JEPI · JEPQ · GPIX$114B+10.7%
Covered calls89QYLD · DIVO · XYLD$42.4B+10.5%
Bold Principal fund among the strategy’s 3 biggestWhole strategyYTD asset-weighted
Income ETFs · year-to-date returns, asset-weighted · as of Nov 5, 2026
@TheETFTracker·theetftracker.com

Principal’s Income ETF Launches

2026
1income launch in 2026
Aug 18PCOVEquity Premium Income$10.1M$0.34
Principal income ETFs · launched in the past year · as of Nov 5, 2026 · fee per $100
@TheETFTracker·theetftracker.com