Compare · 2 funds side by side · dividends reinvested

PQOC and SPY

PQOCPGIM×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

PQOC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$819B1.1

PGIM Nasdaq-100 Buffer 12 ETF - OctoberDefined Outcome · Buffer0.50%0.00%+5.6%+6.3%[…][…]−9.1%10.6%$29M1.8

Rank among the two1st → 2ndFee, 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: PQOC 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Nasdaq-100 Buffer 12 ETF - October · $29M[…]

PQOC

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

PQOCMeasureSPY

+5.6%Year to dateJan 1 → Nov 6+8.7%

+6.3%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

PQOC vs SPY: Top 5 Holdings

Today

PQOC

[…]in top 5

SPY

in top 527.8%

PQOCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

PQOC vs SPY Returns, Every Period

PGIMPQOC

+6.3%

past year

SPYSPDR

+9.7%

past year

PQOCSPYFaded: behind in that period

0–2SPY wins

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

Defined Outcome vs Core: PQOC vs SPY

YTD

PGIMPQOC

+5.6%

SPYSPDR

+8.7%

+5.6%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.6%

0.0%Yield1.0%

$28.7MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: PQOC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PQOC0.50%$50

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

Yields: PQOC, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

PQOC0.00%$0

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PQOC$0 − $50 = −$50

KeptFee

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

Overlap: PQOC, SPY

Today

[…]holdings […]

PQOCSPY

PQOC—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

PQOCWorst drop−9.1%10.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYPQOC

+8.7%Year to date+5.6%

1.0%Yield0.0%

+9.7%Past year+6.3%

0.09%Fee0.50%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026