Compare · 4 funds side by side · dividends reinvested

PREF, SPY, IVV and SPYM

PREFPrincipal×SPYSPDR×IVViShares×SPYMSPDR×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,408SPYM · best of the four

Story of the four · IncomeMost incomePREF · 5.04% · $504 a year on $10k

Story of the four · RiskSmallest drop

PREF, SPY, IVV and SPYM, 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%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B2.1

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.3%+8.4%+2.6%−2.9%3.4%$1.9B2.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: PREF 2017 · SPY 1993 · IVV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,365

PREF

More Ways to See the Pairs

PREF vs IVV: Top 5 Holdings

Today

PREF

0.4%in top 5

IVV

in top 526.8%

PREFStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: PREF, SPY, IVV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SPY0.09%$9

PREF0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%Year to date+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IVV

iShares Core S&P 500 ETF · $883B$17,398

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

PREFMeasureIVV

+0.4%Year to dateJan 1 → Nov 12+12.0%

+1.3%1 yearTotal return+12.2%

+8.4%3 years · per year$10,000 became $12,725 · $18,019+21.7%

+2.6%5 years · per year$10,000 became $11,365 · $17,398+11.7%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

5.04%Trailing 12-mo yield$504 · $110 a year on $10k1.10%

−2.9%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

PREF vs IVV Returns, Every Period

5Y

PrincipalPREF

+2.6%

5 years, per year

IVViShares

+11.7%

5 years, per year

PREFIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PREF vs IVV

YTD

PrincipalPREF

+0.4%

IVViShares

+12.0%

+0.4%Year to date+12.0%

−2.9%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y13.7%

5.0%Yield1.1%

$1.9BAssets$883B

3–1PREF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: PREF, SPY, IVV, SPYM

1Y

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

IVV1.10%$110

SPYM1.02%$102

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$449most kept, PREF

PREF$504 − $55 = $449

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: PREF, SPY, IVV, SPYM

Today

99.9%most shared, IVV and SPYM

PREFSPYIVVSPYM

PREF—0.0%0.0%0.0%

SPY0.0%—99.9%99.9%

IVV0.0%99.9%—99.9%

SPYM0.0%99.9%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IVV, at 13.7% volatility

PREFWorst drop−2.9%3.4% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

PREFIVV

+0.4%Year to date+12.0%

5.0%Yield1.1%

+1.3%Past year+12.2%

0.55%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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PREF, SPY, IVV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four