Compare · 4 funds side by side · dividends reinvested

PREF, SPYM, IVV and VOO

PREFPrincipal×SPYMSPDR×IVViShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,192SPYM · best of the four

02 / 04

PREF, SPYM, IVV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−2.9%3.3%$1.9B2.9

Rank among the four1st → 4thFee, 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: PREF 2017 · SPYM 2005 · IVV 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,389

PREF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

PREFMeasureSPYM

+0.7%Year to dateJan 1 → Nov 6+8.8%

+1.8%1 yearTotal return+9.8%

+9.2%3 years · per year$10,000 became $13,030 · $18,082+21.8%

+2.6%5 years · per year$10,000 became $11,389 · $17,192+11.4%

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

5.03%Trailing 12-mo yield$503 · $105 a year on $10k1.05%

−2.9%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 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

0.4%in top 5

SPYM

in top 527.8%

PREFStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%GVMXXnot top 5

Held in common0.0%

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

PREF vs SPYM Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PREFSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: PREF vs IVV

YTD

PrincipalPREF

+0.7%

IVViShares

+8.7%

+0.7%Year to date+8.7%

−2.9%Worst drop · 1Y−8.9%

3.3%Volatility · 1Y13.6%

5.0%Yield1.1%

$1.9BAssets$853B

3–1PREF wins

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

Cost, Income and Risk

Fees: PREF, SPYM, IVV, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

VOO0.03%$3

PREF0.55%$55

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

Yields: PREF, SPYM, IVV, VOO

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

IVV1.14%$114

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: PREF, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

PREFSPYMIVVVOO

PREF—0.0%0.0%0.0%

SPYM0.0%—99.9%92.2%

IVV0.0%99.9%—92.2%

VOO0.0%92.2%92.2%—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

PREFWorst drop−2.9%3.3% vol

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PREFSPYM

+0.7%Year to date+8.8%

5.0%Yield1.1%

+1.8%Past year+9.8%

0.55%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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