Compare · 3 funds side by side · dividends reinvested

SPYM, PRFD and IVV

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

Story of the three · IncomeMost incomePRFD · 6.07% · $607 a year on $10k

Story of the three · RiskSmallest drop

SPYM, PRFD 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%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B2.1

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.07%+0.5%+1.2%+9.2%[…]−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 10, 2026 · returns include dividends · since: SPYM 2005 · PRFD 2023 · 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

IVV

iShares Core S&P 500 ETF · $872B$17,414

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

PRFD

More Ways to See the Pairs

PRFD vs IVV: Top 5 Holdings

Today

PRFD

1.4%in top 5

IVV

in top 527.3%

PRFDStockIVV

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: SPYM, PRFD, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

PRFD0.87%$87

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

Yields: SPYM, PRFD, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

IVV

+0.5%Year to dateJan 1 → Nov 10+10.9%

+1.2%1 yearTotal return+13.0%

+9.2%3 years · per year$10,000 became $13,013 · $17,934+21.5%

[…]5 years · per year$10,000 became […] · $17,414+11.7%

0.87%Expense ratio$87 · $3 a year on $10k · lower is better0.03%

6.07%Trailing 12-mo yield$607 · $111 a year on $10k1.11%

−3.6%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.8%

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

3–4IVV wins

End-of-day Nov 10, 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 10, 2026 · share of each fund

PRFD vs IVV Returns, Every Period

1Y

PIMCOPRFD

+1.2%

past year

IVViShares

+13.0%

past year

PRFDIVVFaded: behind in that period

0–3IVV wins

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

Unsorted vs Core: PRFD vs IVV

YTD

PIMCOPRFD

+0.5%

IVViShares

+10.9%

+0.5%Year to date+10.9%

−3.6%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.8%

6.1%Yield1.1%

$236MAssets$872B

3–1PRFD wins

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

1Y

6.07%highest, PRFD

FundTrailing yieldYield$10k

PRFD6.07%$607

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$520most kept, PRFD

PRFD$607 − $87 = $520

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: SPYM, PRFD, IVV

Today

99.9%most shared, SPYM and IVV

SPYMPRFDIVV

SPYM—0.0%99.9%

PRFD0.0%—0.0%

IVV99.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

PRFDWorst drop−3.6%3.6% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% 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

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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SPYM, PRFD and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three