Compare · 2 funds side by side · dividends reinvested

PFFA and IVV

PFFAVirtus×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

PFFA and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.3

Virtus InfraCap U.S. Preferred Stock ETFUS Stock Styles · Large cap2.11%11.17%−6.9%−4.9%+9.6%+3.5%−11.4%8.9%$2.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFFA 2018 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Virtus InfraCap U.S. Preferred Stock ETF · $2.2B$11,861

PFFA

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

PFFAMeasureIVV

−6.9%Year to dateJan 1 → Nov 6+8.7%

−4.9%1 yearTotal return+9.8%

+9.6%3 years · per year$10,000 became $13,162 · $18,084+21.8%

+3.5%5 years · per year$10,000 became $11,861 · $17,177+11.4%

2.11%Expense ratio$211 · $3 a year on $10k · lower is better0.03%

11.17%Trailing 12-mo yield$1,117 · $114 a year on $10k1.14%

−11.4%Worst dropSmaller is better−8.9%

8.9%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFFA vs IVV: Top 5 Holdings

Today

PFFA

13.0%in top 5

IVV

in top 527.8%

PFFAStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.2%STRDnot top 5

2.9%FLG-PAnot top 5

not top 5GOOGL2.6%

2.4%ET-PInot top 5

2.3%TDS-PVnot top 5

2.3%CTGGnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PFFA vs IVV Returns, Every Period

VirtusPFFA

+3.5%

5 years, per year

IVViShares

+11.4%

5 years, per year

PFFAIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PFFA vs IVV

YTD

VirtusPFFA

−6.9%

IVViShares

+8.7%

−6.9%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

8.9%Volatility · 1Y13.6%

11.2%Yield1.1%

$2.2BAssets$853B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFA, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PFFA2.11%$211

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFFA, IVV

11.17%highest, PFFA

FundTrailing yieldYield$10k

PFFA11.17%$1,117

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$906most kept, PFFA

PFFA$1,117 − $211 = $906

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFFA, IVV

Today

0.0%most shared, PFFA and IVV

PFFAIVV

PFFA—0.0%

IVV0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

PFFAWorst drop−11.4%8.9% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFFAIVV

−6.9%Year to date+8.7%

11.2%Yield1.1%

−4.9%Past year+9.8%

2.11%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026