Compare · 3 funds side by side · dividends reinvested

IVV, PQDI and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomePQDI · 5.91% · $591 a year on $10k

Story of the three · RiskSmallest drop

IVV, PQDI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.1

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.91%−0.1%+1.1%+7.9%+2.7%−3.4%3.9%$123M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · PQDI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

PQDI

Principal Spectrum Preferred and Income ETF · $123M$11,450

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IVVMeasure

More Ways to See the Pairs

IVV vs PQDI: Top 5 Holdings

Today

IVV

27.3%in top 5

PQDI

in top 57.6%

IVVStockPQDI

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, PQDI, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PQDI0.60%$60

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: IVV, PQDI, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

PQDI

+10.9%Year to dateJan 1 → Nov 10−0.1%

+13.0%1 yearTotal return+1.1%

+21.5%3 years · per year$10,000 became $17,934 · $12,569+7.9%

+11.7%5 years · per year$10,000 became $17,414 · $11,450+2.7%

0.03%Expense ratio$3 · $60 a year on $10k · lower is better0.60%

1.11%Trailing 12-mo yield$111 · $591 a year on $10k5.91%

−8.9%Worst dropSmaller is better−3.4%

13.8%VolatilityLower is calmer3.9%

IVVPQDI Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ALL-PJ2.3%

not top 5CFG-PH1.8%

not top 5RF-PF1.4%

not top 5MTB-PJ1.2%

not top 5WTFCN0.9%

Held in common0.5%

End-of-day Nov 10, 2026 · share of each fund

IVV vs PQDI Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

PQDIPrincipal

+2.7%

5 years, per year

IVVPQDIFaded: behind in that period

4–0IVV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs PQDI

YTD

iSharesIVV

+10.9%

PQDIPrincipal

−0.1%

+10.9%Year to date−0.1%

−8.9%Worst drop · 1Y−3.4%

13.8%Volatility · 1Y3.9%

1.1%Yield5.9%

$875BAssets$123M

3–1PQDI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.91%highest, PQDI

FundTrailing yieldYield$10k

PQDI5.91%$591

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$531most kept, PQDI

PQDI$591 − $60 = $531

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, PQDI, SPY

Today

99.9%most shared, IVV and SPY

IVVPQDISPY

IVV—0.5%99.9%

PQDI0.5%—0.5%

SPY99.9%0.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%IVV, at 13.8% volatility

PQDIWorst drop−3.4%3.9% vol

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PQDIIVV

−0.1%Year to date+10.9%

5.9%Yield1.1%

+1.1%Past year+13.0%

0.60%Fee0.03%

3–1IVV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IVV, PQDI and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three