Compare · 2 funds side by side · dividends reinvested

PREF and QQQ

PREFPrincipal×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,352QQQ · best of the two

02 / 04

PREF and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PREF 2017 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

PREF

QQQ

Invesco QQQ Trust, Series 1 · $465B$17,352

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

PREFMeasureQQQ

+0.4%Year to dateJan 1 → Nov 5+5.7%

+1.6%1 yearTotal return+5.0%

+9.2%3 years · per year$10,000 became $13,033 · $18,756+23.3%

+2.6%5 years · per year$10,000 became $11,373 · $17,352+11.7%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

5.04%Trailing 12-mo yield$504 · $48 a year on $10k0.48%

−2.9%Worst dropSmaller is better−14.8%

3.3%VolatilityLower is calmer21.3%

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

3–5QQQ wins

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

More Ways to See the Pairs

PREF vs QQQ: Top 5 Holdings

Today

PREF

0.2%in top 5

QQQ

in top 531.5%

PREFStockQQQ

not top 5AAPL8.3%

not top 5NVDA7.8%

not top 5MSFT6.7%

not top 5AMZN4.7%

not top 5MU4.0%

0.2%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

PREF vs QQQ Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

QQQInvesco

+11.7%

5 years, per year

PREFQQQFaded: behind in that period

0–4QQQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PREF vs QQQ

YTD

PrincipalPREF

+0.4%

QQQInvesco

+5.7%

+0.4%Year to date+5.7%

−2.9%Worst drop · 1Y−14.8%

3.3%Volatility · 1Y21.3%

5.0%Yield0.5%

$1.9BAssets$465B

3–1PREF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PREF, QQQ

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

QQQ0.48%$48

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PREF, QQQ

Today

0.0%most shared, PREF and QQQ

PREFQQQ

PREF—0.0%

QQQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.0%QQQ, at 21.3% volatility

PREFWorst drop−2.9%3.3% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PREFQQQ

+0.4%Year to date+5.7%

5.0%Yield0.5%

+1.6%Past year+5.0%

0.55%Fee0.18%

3–1QQQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

−3.7%

QQQInvesco

+5.7%

−3.7%Year to date+5.7%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

2–0QQQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026