Compare · 3 funds side by side · dividends reinvested

PRFD, SPYM and IVV

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

Story of the three · IncomeMost incomePRFD · 6.09% · $609 a year on $10k

Story of the three · RiskSmallest drop

PRFD, 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%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.9

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%$883B1.9

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.09%+0.2%+0.7%+9.0%[…]−3.6%3.6%$236M2.1

Rank among the three1st → 3rdFee, 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: PRFD 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

PRFD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

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

PRFD

More Ways to See the Pairs

PRFD vs SPYM: Top 5 Holdings

Today

PRFD

1.3%in top 5

SPYM

in top 526.8%

PRFDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: PRFD, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PRFD0.87%$87

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

Yields: PRFD, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SPYM

+0.2%Year to dateJan 1 → Nov 12+12.0%

+0.7%1 yearTotal return+12.2%

+9.0%3 years · per year$10,000 became $12,960 · $18,024+21.7%

[…]5 years · per year$10,000 became […] · $17,408+11.7%

0.87%Expense ratio$87 · $2 a year on $10k · lower is better0.02%

6.09%Trailing 12-mo yield$609 · $102 a year on $10k1.02%

−3.6%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

2.6%

0.4%MS-PQnot top 5

0.3%WFC-PZnot top 5

0.3%JPM-PLnot top 5

0.2%VOYA-PBnot top 5

0.2%T-PCnot top 5

Held in common0.0%

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

PRFD vs SPYM Returns, Every Period

1Y

PIMCOPRFD

+0.7%

past year

SPYMSPDR

+12.2%

past year

PRFDSPYMFaded: behind in that period

0–3SPYM wins

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

Unsorted vs Core: PRFD vs IVV

YTD

PIMCOPRFD

+0.2%

IVViShares

+12.0%

+0.2%Year to date+12.0%

−3.6%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.7%

6.1%Yield1.1%

$236MAssets$883B

3–1PRFD wins

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

1Y

6.09%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.09%$609

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$522most kept, PRFD

PRFD$609 − $87 = $522

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

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

Overlap: PRFD, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PRFDSPYMIVV

PRFD—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

PRFDWorst drop−3.6%3.6% vol

SPYMWorst 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

PRFDIVV

+0.2%Year to date+12.0%

6.1%Yield1.1%

+0.7%Past year+12.2%

0.87%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV 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

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PRFD, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three