Compare · 4 funds side by side · dividends reinvested

PREF, VOO, SPY and IVV

PREFPrincipal×VOOVanguard×SPYSPDR×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

PREF, VOO, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T2.0

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%$853B2.0

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

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%$819B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PREF 2017 · VOO 2010 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

PREF

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

PREFMeasureVOO

+0.7%Year to dateJan 1 → Nov 6+8.7%

+1.8%1 yearTotal return+9.8%

+9.2%3 years · per year$10,000 became $13,030 · $18,079+21.8%

+2.6%5 years · per year$10,000 became $11,389 · $17,177+11.4%

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

5.03%Trailing 12-mo yield$503 · $110 a year on $10k1.10%

−2.9%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer13.5%

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

3–5VOO 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 VOO: Top 5 Holdings

Today

PREF

0.4%in top 5

VOO

in top 528.3%

PREFStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.4%GVMXXnot top 5

Held in common0.0%

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

PREF vs VOO Returns, Every Period

PrincipalPREF

+2.6%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

PREFVOOFaded: behind in that period

0–4VOO 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, VOO, SPY, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SPY0.09%$9

PREF0.55%$55

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

Yields: PREF, VOO, SPY, IVV

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

IVV1.14%$114

VOO1.10%$110

SPY1.03%$103

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

SPY$103 − $9 = $94

KeptFee

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

Overlap: PREF, VOO, SPY, IVV

Today

99.9%most shared, SPY and IVV

PREFVOOSPYIVV

PREF—0.0%0.0%0.0%

VOO0.0%—92.2%92.2%

SPY0.0%92.2%—99.9%

IVV0.0%92.2%99.9%—

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

SPYWorst 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

PREFIVV

+0.7%Year to date+8.7%

5.0%Yield1.1%

+1.8%Past year+9.8%

0.55%Fee0.03%

3–1IVV 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