Compare · 3 funds side by side · dividends reinvested

VOO, PREF and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

VOO, PREF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

Principal Spectrum Preferred Securities Active ETFUnsorted0.55%5.00%+1.2%+2.1%+9.0%+2.8%−2.9%3.4%$1.9B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: VOO 2010 · PREF 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Principal Spectrum Preferred Securities Active ETF · $1.9B$11,466

PREF

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

PREFMeasureSPY

+1.2%Year to dateJan 1 → Nov 9+11.2%

+2.1%1 yearTotal return+13.5%

+9.0%3 years · per year$10,000 became $12,965 · $18,118+21.9%

+2.8%5 years · per year$10,000 became $11,466 · $17,493+11.8%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

5.00%Trailing 12-mo yield$500 · $101 a year on $10k1.01%

−2.9%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PREF vs SPY: Top 5 Holdings

Today

PREF

0.4%in top 5

SPY

in top 527.8%

PREFStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PREF vs SPY Returns, Every Period

PrincipalPREF

+2.8%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

PREFSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PREF vs VOO

YTD

PrincipalPREF

+1.2%

VOOVanguard

+11.3%

+1.2%Year to date+11.3%

−2.9%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y13.7%

5.0%Yield1.1%

$1.9BAssets$1.00T

3–1PREF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, PREF, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

PREF0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOO, PREF, SPY

5.00%highest, PREF

FundTrailing yieldYield$10k

PREF5.00%$500

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$445most kept, PREF

PREF$500 − $55 = $445

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOO, PREF, SPY

Today

92.2%most shared, VOO and SPY

VOOPREFSPY

VOO—0.0%92.2%

PREF0.0%—0.0%

SPY92.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

PREFWorst drop−2.9%3.4% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PREFVOO

+1.2%Year to date+11.3%

5.0%Yield1.1%

+2.1%Past year+13.6%

0.55%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$178BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026