Compare · 2 funds side by side · dividends reinvested

PREF and VOO

PREFPrincipal×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

PREF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.06%+0.1%+0.8%+9.1%+2.5%−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 3, 2026 · returns include dividends · since: PREF 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,749

VOO

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,335

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

VOOMeasurePREF

+11.5%Year to dateJan 1 → Nov 3+0.1%

+11.9%1 yearTotal return+0.8%

+24.1%3 years · per year$10,000 became $19,094 · $12,979+9.1%

+12.2%5 years · per year$10,000 became $17,749 · $11,335+2.5%

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.07%Trailing 12-mo yield$107 · $506 a year on $10k5.06%

−8.9%Worst dropSmaller is better−2.9%

12.7%VolatilityLower is calmer3.3%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs PREF: Top 5 Holdings

Today

VOO

28.3%in top 5

PREF

in top 51.0%

VOOStockPREF

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5GVMXX1.0%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VOO vs PREF Returns, Every Period

VanguardVOO

+12.2%

5 years, per year

PREFPrincipal

+2.5%

5 years, per year

VOOPREFFaded: behind in that period

4–0VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: VOO vs PREF

YTD

VanguardVOO

+11.5%

PREFPrincipal

+0.1%

+11.5%Year to date+0.1%

−8.9%Worst drop · 1Y−2.9%

12.7%Volatility · 1Y3.3%

1.1%Yield5.1%

$1.00TAssets$1.9B

3–1PREF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PREF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

PREF0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PREF, VOO

5.06%highest, PREF

FundTrailing yieldYield$10k

PREF5.06%$506

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$451most kept, PREF

PREF$506 − $55 = $451

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PREF, VOO

Today

0.0%most shared, PREF and VOO

PREFVOO

PREF—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

PREFWorst drop−2.9%3.3% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PREFVOO

+0.1%Year to date+11.5%

5.1%Yield1.1%

+0.8%Past year+11.9%

0.55%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026