Compare · 2 funds side by side · dividends reinvested

SPY and PREF

SPYSPDR×PREFPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

SPY and PREF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$819B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.03%+0.7%+1.8%+9.2%+2.6%−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 6, 2026 · returns include dividends · since: SPY 1993 · PREF 2017

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

PREF

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

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

SPYMeasurePREF

+8.7%Year to dateJan 1 → Nov 6+0.7%

+9.7%1 yearTotal return+1.8%

+21.7%3 years · per year$10,000 became $18,039 · $13,030+9.2%

+11.3%5 years · per year$10,000 became $17,118 · $11,389+2.6%

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

1.03%Trailing 12-mo yield$103 · $503 a year on $10k5.03%

−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 6, 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

27.8%in top 5

PREF

in top 50.4%

SPYStockPREF

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5GVMXX0.4%

Held in common0.0%

End-of-day Nov 6, 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 6, 2026 · dividends in · faded = behind in that period

Core vs Unsorted: SPY vs PREF

YTD

SPDRSPY

+8.7%

PREFPrincipal

+0.7%

+8.7%Year to date+0.7%

−8.9%Worst drop · 1Y−2.9%

13.6%Volatility · 1Y3.3%

1.0%Yield5.0%

$819BAssets$1.9B

3–1PREF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, PREF

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PREF0.55%$55

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

Yields: SPY, PREF

5.03%highest, PREF

FundTrailing yieldYield$10k

PREF5.03%$503

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

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, PREF

Today

0.0%most shared, SPY and PREF

SPYPREF

SPY—0.0%

PREF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

PREFWorst drop−2.9%3.3% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PREFSPY

+0.7%Year to date+8.7%

5.0%Yield1.0%

+1.8%Past year+9.7%

0.55%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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