Compare · 3 funds side by side · dividends reinvested

PQDI, IVV and SPY

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

02 / 04

PQDI, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.92%−0.3%+0.8%+8.5%+2.7%−3.4%3.8%$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 6, 2026 · returns include dividends · since: PQDI 2020 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred and Income ETF · $123M$11,418

PQDI

IVV

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

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

PQDIMeasureIVV

−0.3%Year to dateJan 1 → Nov 6+8.7%

+0.8%1 yearTotal return+9.8%

+8.5%3 years · per year$10,000 became $12,766 · $18,084+21.8%

+2.7%5 years · per year$10,000 became $11,418 · $17,177+11.4%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

5.92%Trailing 12-mo yield$592 · $114 a year on $10k1.14%

−3.4%Worst dropSmaller is better−8.9%

3.8%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

PQDI vs IVV: Top 5 Holdings

Today

PQDI

7.6%in top 5

IVV

in top 527.8%

PQDIStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%ALL-PJnot top 5

1.8%CFG-PHnot top 5

1.4%RF-PFnot top 5

1.2%MTB-PJnot top 5

0.9%WTFCNnot top 5

Held in common0.5%

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

PQDI vs IVV Returns, Every Period

PrincipalPQDI

+2.7%

5 years, per year

IVViShares

+11.4%

5 years, per year

PQDIIVVFaded: behind in that period

0–4IVV wins

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

Income vs Core: PQDI vs IVV

YTD

PrincipalPQDI

−0.3%

IVViShares

+8.7%

−0.3%Year to date+8.7%

−3.4%Worst drop · 1Y−8.9%

3.8%Volatility · 1Y13.6%

5.9%Yield1.1%

$123MAssets$853B

3–1PQDI wins

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

Cost, Income and Risk

Fees: PQDI, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PQDI0.60%$60

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

Yields: PQDI, IVV, SPY

5.92%highest, PQDI

FundTrailing yieldYield$10k

PQDI5.92%$592

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$532most kept, PQDI

PQDI$592 − $60 = $532

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: PQDI, IVV, SPY

Today

99.9%most shared, IVV and SPY

PQDIIVVSPY

PQDI—0.5%0.5%

IVV0.5%—99.9%

SPY0.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

PQDIWorst drop−3.4%3.8% vol

SPYWorst drop−8.9%13.6% 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

PQDIIVV

−0.3%Year to date+8.7%

5.9%Yield1.1%

+0.8%Past year+9.8%

0.60%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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