Compare · 4 funds side by side · dividends reinvested

IVV, PREF, SPY and SPYM

IVViShares×PREFPrincipal×SPYSPDR×SPYMSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,537SPYM · best of the four

Story of the four · IncomeMost incomePREF · 5.03% · $503 a year on $10k

Story of the four · RiskSmallest drop

IVV, PREF, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.6%+1.3%+8.4%+2.6%−2.9%3.4%$1.9B2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · PREF 2017 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

More Ways to See the Pairs

IVV vs PREF: Top 5 Holdings

Today

IVV

26.9%in top 5

PREF

in top 50.4%

IVVStockPREF

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, PREF, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

PREF0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

+12.3%Year to date+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,370

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasurePREF

+12.3%Year to dateJan 1 → Nov 11+0.6%

+12.7%1 yearTotal return+1.3%

+21.9%3 years · per year$10,000 became $18,122 · $12,728+8.4%

+11.9%5 years · per year$10,000 became $17,530 · $11,370+2.6%

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.10%Trailing 12-mo yield$110 · $503 a year on $10k5.03%

−8.9%Worst dropSmaller is better−2.9%

13.7%VolatilityLower is calmer3.4%

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

5–3IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IVV vs PREF Returns, Every Period

5Y

iSharesIVV

+11.9%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

IVVPREFFaded: behind in that period

4–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: IVV vs PREF

YTD

iSharesIVV

+12.3%

PREFPrincipal

+0.6%

+12.3%Year to date+0.6%

−8.9%Worst drop · 1Y−2.9%

13.7%Volatility · 1Y3.4%

1.1%Yield5.0%

$872BAssets$1.9B

3–1PREF wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IVV, PREF, SPY, SPYM

1Y

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

IVV1.10%$110

SPYM1.02%$102

SPY1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$448most kept, PREF

PREF$503 − $55 = $448

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, PREF, SPY, SPYM

Today

99.9%most shared, IVV and SPYM

IVVPREFSPYSPYM

IVV—0.0%99.9%99.9%

PREF0.0%—0.0%0.0%

SPY99.9%0.0%—99.9%

SPYM99.9%0.0%99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

PREFWorst drop−2.9%3.4% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSPYM

+0.6%Year to date+12.4%

5.0%Yield1.0%

+1.3%Past year+12.8%

0.55%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IVV, PREF, SPY and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four