Compare · 3 funds side by side · dividends reinvested

VPFF, SPYM and SPY

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

02 / 04

VPFF, SPYM and SPY, 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%$182B1.3

VIRTUS INFRACAP PREFERRED AND INCOME SECURITIES ETFIncome · Dividend stocks0.80%2.17%[…][…][…][…][…][…]$1M2.0

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%$805B2.0

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: VPFF 2026 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS INFRACAP PREFERRED AND INCOME SECURITIES ETF · $1M[…]

VPFF

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VPFFMeasureSPYM

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

2.17%Trailing 12-mo yield$217 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

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

More Ways to See the Pairs

VPFF vs SPYM: Top 5 Holdings

Today

VPFF

10.9%in top 5

SPYM

in top 527.7%

VPFFStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.4%FLG-PAnot top 5

2.2%IIPR-PAnot top 5

2.1%KREF-PAnot top 5

2.1%BW-PAnot top 5

2.1%CODI-PBnot top 5

Held in common0.1%

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

VPFF vs SPYM Returns, Every Period

VirtusVPFF

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

VPFFSPYMFaded: behind in that period

0–0Level

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

Income vs Core: VPFF vs SPYM

YTD

VirtusVPFF

[…]

SPYMSPDR

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

2.2%Yield1.1%

$1.2MAssets$182B

1–0VPFF wins

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

Cost, Income and Risk

Fees: VPFF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

VPFF0.80%$80

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

Yields: VPFF, SPYM, SPY

2.17%highest, VPFF

FundTrailing yieldYield$10k

VPFF2.17%$217

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$137most kept, VPFF

VPFF$217 − $80 = $137

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: VPFF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VPFFSPYMSPY

VPFF—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

VPFFWorst drop[…][…]

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

Paid More vs Made More

YTD

VPFFSPYM

[…]Year to date+8.4%

2.2%Yield1.1%

[…]Past year+9.8%

0.80%Fee0.02%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026