Compare · 2 funds side by side · dividends reinvested

PRFD and SPYM

PRFDPIMCO×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

02 / 04

PRFD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.4

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.07%+0.5%+1.2%+9.2%[…]−3.6%3.6%$236M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PRFD 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

PRFD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

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

PRFDMeasureSPYM

+0.5%Year to dateJan 1 → Nov 10+10.9%

+1.2%1 yearTotal return+13.1%

+9.2%3 years · per year$10,000 became $13,013 · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

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

6.07%Trailing 12-mo yield$607 · $103 a year on $10k1.03%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRFD vs SPYM: Top 5 Holdings

Today

PRFD

1.4%in top 5

SPYM

in top 527.3%

PRFDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 10, 2026 · share of each fund

PRFD vs SPYM Returns, Every Period

PIMCOPRFD

+1.2%

past year

SPYMSPDR

+13.1%

past year

PRFDSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PRFD vs SPYM

YTD

PIMCOPRFD

+0.5%

SPYMSPDR

+10.9%

+0.5%Year to date+10.9%

−3.6%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.7%

6.1%Yield1.0%

$236MAssets$179B

3–1PRFD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRFD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PRFD0.87%$87

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

Yields: PRFD, SPYM

6.07%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.07%$607

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, PRFD

PRFD$607 − $87 = $520

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PRFD, SPYM

Today

0.0%most shared, PRFD and SPYM

PRFDSPYM

PRFD—0.0%

SPYM0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.1%SPYM, at 13.7% volatility

PRFDWorst drop−3.6%3.6% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PRFDSPYM

+0.5%Year to date+10.9%

6.1%Yield1.0%

+1.2%Past year+13.1%

0.87%Fee0.02%

3–1SPYM wins

End-of-day Nov 10, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026