Compare · 3 funds side by side · dividends reinvested

PQDI, SPYM and VOO

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

Story of the three · IncomeMost incomePQDI · 5.91% · $591 a year on $10k

Story of the three · RiskSmallest drop

PQDI, SPYM and VOO, 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%$183B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.1

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.91%−0.1%+0.9%+7.9%+2.7%−3.4%3.9%$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 11, 2026 · returns include dividends · since: PQDI 2020 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Spectrum Preferred and Income ETF · $123M$11,443

PQDI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

PQDI

More Ways to See the Pairs

PQDI vs SPYM: Top 5 Holdings

Today

PQDI

7.6%in top 5

SPYM

in top 526.9%

PQDIStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: PQDI, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

PQDI0.60%$60

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

Yields: PQDI, SPYM, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

−0.1%Year to dateJan 1 → Nov 11+12.4%

+0.9%1 yearTotal return+12.8%

+7.9%3 years · per year$10,000 became $12,552 · $18,134+21.9%

+2.7%5 years · per year$10,000 became $11,443 · $17,537+11.9%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

5.91%Trailing 12-mo yield$591 · $102 a year on $10k1.02%

−3.4%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

2.6%

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 11, 2026 · share of each fund

PQDI vs SPYM Returns, Every Period

5Y

PrincipalPQDI

+2.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PQDISPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: PQDI vs VOO

YTD

PrincipalPQDI

−0.1%

VOOVanguard

+12.3%

−0.1%Year to date+12.3%

−3.4%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.7%

5.9%Yield1.1%

$123MAssets$1.00T

3–1PQDI wins

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

1Y

5.91%highest, PQDI

FundTrailing yieldYield$10k

PQDI5.91%$591

VOO1.06%$106

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$531most kept, PQDI

PQDI$591 − $60 = $531

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

KeptFee

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

Overlap: PQDI, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

PQDISPYMVOO

PQDI—0.5%0.5%

SPYM0.5%—92.7%

VOO0.5%92.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

PQDIWorst drop−3.4%3.9% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

PQDISPYM

−0.1%Year to date+12.4%

5.9%Yield1.0%

+0.9%Past year+12.8%

0.60%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

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

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PQDI, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three