IVV vs PFXF

AIVV

BPFXF

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · PFXF $10,941

Lowest cost0.03%IVV · $3 on $10k

Most income6.40%PFXF · $640 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and PFXF

IVV

PFXF

iShares Core S&P 500 ETF · $872BVanEck Preferred Securities ex Financials ETF · $2.2B

+24.2%3 years · per year$19,178 · $13,212+9.7%

+12.6%5 years · per year$18,118 · $10,941+1.8%

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.09%12-mo yield$109 · $640 on $10k6.40%

−8.9%Worst dropSmaller wins−11.1%

12.9%VolatilityLower wins11.1%

4–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · PFXF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs PFXF

IVV

iShares Core S&P 500

$18,118

PFXF

VanEck Preferred Securities ex Financials

$10,941

MeasureIVVPFXF

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.09%6.40%

5 years, per year+12.6%+1.8%

3 years, per year+24.2%+9.7%

Worst drop · 1Y−8.9%−11.1%

Volatility · 1Y12.9%11.1%

4–2measures won
IVV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IVV, PFXF

Today

0.0%most shared, IVV and PFXF

IVVPFXF

IVV—0.0%

PFXF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

IVV$109 − $3 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee