Compare · 3 funds side by side · dividends reinvested

PFXF, IVV and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

PFXF, IVV 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.56%−3.3%−0.6%+8.5%+1.2%−11.8%11.4%$2.2B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFXF 2012 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,632

PFXF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

PFXFMeasureSPYM

−3.3%Year to dateJan 1 → Nov 5+8.4%

−0.6%1 yearTotal return+9.8%

+8.5%3 years · per year$10,000 became $12,770 · $18,222+22.1%

+1.2%5 years · per year$10,000 became $10,632 · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

6.56%Trailing 12-mo yield$656 · $106 a year on $10k1.06%

−11.8%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

PFXF vs SPYM: Top 5 Holdings

Today

PFXF

23.3%in top 5

SPYM

in top 527.7%

PFXFStockSPYM

not top 5AAPL7.7%

7.5%STRCnot top 5

not top 5NVDA7.3%

not top 5MSFT6.2%

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

4.3%SMCIPnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PFXF vs SPYM Returns, Every Period

VanEckPFXF

+1.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PFXFSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFXF vs IVV

YTD

VanEckPFXF

−3.3%

IVViShares

+8.4%

−3.3%Year to date+8.4%

−11.8%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y13.6%

6.6%Yield1.1%

$2.2BAssets$887B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PFXF0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFXF, IVV, SPYM

6.56%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.56%$656

IVV1.14%$114

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFXF, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

PFXFIVVSPYM

PFXF—0.0%0.0%

IVV0.0%—99.9%

SPYM0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

PFXFWorst drop−11.8%11.4% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSPYM

−3.3%Year to date+8.4%

6.6%Yield1.1%

−0.6%Past year+9.8%

0.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026