Compare · 3 funds side by side · dividends reinvested

PREF, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PREF, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B2.0

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.5%+1.7%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PREF 2017 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,377

PREF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

PREFMeasureSPYM

+0.5%Year to dateJan 1 → Nov 4+13.4%

+1.7%1 yearTotal return+13.5%

+9.2%3 years · per year$10,000 became $13,036 · $19,186+24.3%

+2.6%5 years · per year$10,000 became $11,377 · $18,126+12.6%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

5.04%Trailing 12-mo yield$504 · $101 a year on $10k1.01%

−2.9%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

PREF vs SPYM: Top 5 Holdings

Today

PREF

0.8%in top 5

SPYM

in top 527.3%

PREFStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.8%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PREF vs SPYM Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PREFSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: PREF vs IVV

YTD

PrincipalPREF

+0.5%

IVViShares

+13.4%

+0.5%Year to date+13.4%

−2.9%Worst drop · 1Y−8.9%

3.3%Volatility · 1Y12.9%

5.0%Yield1.1%

$1.9BAssets$887B

3–1PREF wins

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

Cost, Income and Risk

Fees: PREF, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PREF0.55%$55

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

Yields: PREF, SPYM, IVV

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

IVV1.09%$109

SPYM1.01%$101

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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

Overlap: PREF, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

PREFSPYMIVV

PREF—0.0%0.0%

SPYM0.0%—99.8%

IVV0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

PREFWorst drop−2.9%3.3% vol

SPYMWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PREFSPYM

+0.5%Year to date+13.4%

5.0%Yield1.0%

+1.7%Past year+13.5%

0.55%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026