Compare · 2 funds side by side · dividends reinvested

PQDI and VOO

PQDIPrincipal×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

PQDI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Principal Spectrum Preferred and Income ETFIncome · Dividend stocks0.60%5.90%−0.1%+1.0%+8.8%+2.7%−3.4%3.7%$122M1.6

Rank among the two1st → 2ndFee, 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: PQDI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred and Income ETF · $122M$11,442

PQDI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

PQDIMeasureVOO

−0.1%Year to dateJan 1 → Nov 4+13.4%

+1.0%1 yearTotal return+13.5%

+8.8%3 years · per year$10,000 became $12,871 · $19,172+24.2%

+2.7%5 years · per year$10,000 became $11,442 · $18,115+12.6%

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

5.90%Trailing 12-mo yield$590 · $105 a year on $10k1.05%

−3.4%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer12.8%

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

3–5VOO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PQDI vs VOO: Top 5 Holdings

Today

PQDI

7.6%in top 5

VOO

in top 528.3%

PQDIStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 4, 2026 · share of each fund

PQDI vs VOO Returns, Every Period

PrincipalPQDI

+2.7%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

PQDIVOOFaded: behind in that period

0–4VOO wins

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

Income vs Core: PQDI vs VOO

YTD

PrincipalPQDI

−0.1%

VOOVanguard

+13.4%

−0.1%Year to date+13.4%

−3.4%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y12.8%

5.9%Yield1.1%

$122MAssets$1.00T

3–1PQDI wins

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

Cost, Income and Risk

Fees: PQDI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PQDI0.60%$60

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

Yields: PQDI, VOO

5.90%highest, PQDI

FundTrailing yieldYield$10k

PQDI5.90%$590

VOO1.05%$105

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

Income After Fees on $10,000

$530most kept, PQDI

PQDI$590 − $60 = $530

VOO$105 − $3 = $102

KeptFee

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

Overlap: PQDI, VOO

Today

0.5%most shared, PQDI and VOO

PQDIVOO

PQDI—0.5%

VOO0.5%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

PQDIWorst drop−3.4%3.7% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

PQDIVOO

−0.1%Year to date+13.4%

5.9%Yield1.1%

+1.0%Past year+13.5%

0.60%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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