Compare · 3 funds side by side · dividends reinvested

PFXF, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PFXF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.9

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.40%−0.8%+0.8%+9.7%+1.8%−11.1%11.1%$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 4, 2026 · returns include dividends · since: PFXF 2012 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Preferred Securities ex Financials ETF · $2.2B$10,941

PFXF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

PFXFMeasureSPYM

−0.8%Year to dateJan 1 → Nov 4+13.4%

+0.8%1 yearTotal return+13.5%

+9.7%3 years · per year$10,000 became $13,212 · $19,186+24.3%

+1.8%5 years · per year$10,000 became $10,941 · $18,126+12.6%

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

6.40%Trailing 12-mo yield$640 · $101 a year on $10k1.01%

−11.1%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer12.8%

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

2–6SPYM wins

End-of-day Nov 4, 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

23.5%in top 5

SPYM

in top 527.3%

PFXFStockSPYM

not top 5NVDA7.7%

7.5%STRCnot top 5

not top 5AAPL7.4%

not top 5MSFT5.9%

4.6%SMCIPnot top 5

4.6%GOOGNnot top 5

4.6%GOOGMnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.3%DUKUnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PFXF vs SPYM Returns, Every Period

VanEckPFXF

+1.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PFXFSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: PFXF vs IVV

YTD

VanEckPFXF

−0.8%

IVViShares

+13.4%

−0.8%Year to date+13.4%

−11.1%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y12.9%

6.4%Yield1.1%

$2.2BAssets$872B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFXF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PFXF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PFXF, SPYM, IVV

6.40%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.40%$640

IVV1.09%$109

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PFXF, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

PFXFSPYMIVV

PFXF—0.0%0.0%

SPYM0.0%—99.8%

IVV0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

PFXFWorst drop−11.1%11.1% vol

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PFXFSPYM

−0.8%Year to date+13.4%

6.4%Yield1.0%

+0.8%Past year+13.5%

0.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026