Compare · 3 funds side by side · dividends reinvested

SPY, PREF and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

SPY, PREF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+9.2%+2.6%−2.9%3.3%$1.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPY 1993 · PREF 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

PREF

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,373

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

SPYMeasurePREF

+8.3%Year to dateJan 1 → Nov 5+0.4%

+9.7%1 yearTotal return+1.6%

+22.0%3 years · per year$10,000 became $18,174 · $13,033+9.2%

+11.3%5 years · per year$10,000 became $17,099 · $11,373+2.6%

0.09%Expense ratio$9 · $55 a year on $10k · lower is better0.55%

1.03%Trailing 12-mo yield$103 · $504 a year on $10k5.04%

−8.9%Worst dropSmaller is better−2.9%

13.6%VolatilityLower is calmer3.3%

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

5–3SPY wins

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

More Ways to See the Pairs

SPY vs PREF: Top 5 Holdings

Today

SPY

27.7%in top 5

PREF

in top 50.2%

SPYStockPREF

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GVMXX0.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SPY vs PREF Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

SPYPREFFaded: behind in that period

4–0SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: SPY vs PREF

YTD

SPDRSPY

+8.3%

PREFPrincipal

+0.4%

+8.3%Year to date+0.4%

−8.9%Worst drop · 1Y−2.9%

13.6%Volatility · 1Y3.3%

1.0%Yield5.0%

$805BAssets$1.9B

3–1PREF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, PREF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

PREF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPY, PREF, VOO

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPY, PREF, VOO

Today

93.5%most shared, SPY and VOO

SPYPREFVOO

SPY—0.0%93.5%

PREF0.0%—0.0%

VOO93.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 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

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PREFVOO

+0.4%Year to date+8.4%

5.0%Yield1.1%

+1.6%Past year+9.8%

0.55%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026