Compare · 2 funds side by side · dividends reinvested

SPYM and PREF

SPYMSPDR×PREFPrincipal×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

SPYM and PREF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.04%+0.4%+1.6%+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 5, 2026 · returns include dividends · since: SPYM 2005 · PREF 2017

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

PREF

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

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

SPYMMeasurePREF

+8.4%Year to dateJan 1 → Nov 5+0.4%

+9.8%1 yearTotal return+1.6%

+22.1%3 years · per year$10,000 became $18,222 · $13,033+9.2%

+11.4%5 years · per year$10,000 became $17,164 · $11,373+2.6%

0.02%Expense ratio$2 · $55 a year on $10k · lower is better0.55%

1.06%Trailing 12-mo yield$106 · $504 a year on $10k5.04%

−8.9%Worst dropSmaller is better−2.9%

13.6%VolatilityLower is calmer3.3%

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

5–3SPYM wins

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

More Ways to See the Pairs

SPYM vs PREF: Top 5 Holdings

Today

SPYM

27.7%in top 5

PREF

in top 50.2%

SPYMStockPREF

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

SPYM vs PREF Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

PREFPrincipal

+2.6%

5 years, per year

SPYMPREFFaded: behind in that period

4–0SPYM wins

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

Core vs Unsorted: SPYM vs PREF

YTD

SPDRSPYM

+8.4%

PREFPrincipal

+0.4%

+8.4%Year to date+0.4%

−8.9%Worst drop · 1Y−2.9%

13.6%Volatility · 1Y3.3%

1.1%Yield5.0%

$182BAssets$1.9B

3–1PREF wins

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

Cost, Income and Risk

Fees: SPYM, PREF

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PREF0.55%$55

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

Yields: SPYM, PREF

5.04%highest, PREF

FundTrailing yieldYield$10k

PREF5.04%$504

SPYM1.06%$106

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SPYM$106 − $2 = $104

KeptFee

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

Overlap: SPYM, PREF

Today

0.0%most shared, SPYM and PREF

SPYMPREF

SPYM—0.0%

PREF0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

PREFWorst drop−2.9%3.3% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PREFSPYM

+0.4%Year to date+8.4%

5.0%Yield1.1%

+1.6%Past year+9.8%

0.55%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026