IVV vs PFF

AIVV

BPFF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · PFF $9,715

Lowest cost0.03%IVV · $3 on $10k

Most income5.79%PFF · $579 on $10k

Smallest drop−8.6%PFF · worst fall in 1Y

Held in common1.4%IVV and PFF

IVV

PFF

iShares Core S&P 500 ETF · $853BiShares Preferred and Income Securities ETF · $11.5B

+21.8%3 years · per year$18,084 · $11,726+5.5%

+11.4%5 years · per year$17,177 · $9,715−0.6%

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.14%12-mo yield$114 · $579 on $10k5.79%

−8.9%Worst dropSmaller wins−8.6%

13.6%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · PFF

0.3%C0.4%

0.3%NEE1.8%

0.2%BA3.2%

0.2%BNY0.2%

Held in common1.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BPFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BPFF	iShares Preferred and Income Securities ETFRead Desk		0.45%	5.79%	+0.4%	−4.4%	−3.9%	+5.5%	−0.6%	−8.6%	$11.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PFF

IVV

iShares Core S&P 500

$17,177

PFF

iShares Preferred and Income Securities

$9,715

MeasureIVVPFF

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.14%5.79%

5 years, per year+11.4%−0.6%

3 years, per year+21.8%+5.5%

Worst drop · 1Y−8.9%−8.6%

Volatility · 1Y13.6%8.1%

3–3measures won
level

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, PFF

Today

1.4%most shared, IVV and PFF

IVVPFF

IVV—1.4%

PFF1.4%—

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

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

IVV$114 − $3 = $111

KeptFee

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