IVV vs PQDI

AIVV

BPQDI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,414IVV · PQDI $11,450

Lowest cost0.03%IVV · $3 on $10k

Most income5.91%PQDI · $591 on $10k

Smallest drop−3.4%PQDI · worst fall in 1Y

Held in common0.5%IVV and PQDI

iShares Core S&P 500 ETF · $875BPrincipal Spectrum Preferred and Income ETF · $123M

+21.5%3 years · per year$17,934 · $12,569+7.9%

+11.7%5 years · per year$17,414 · $11,450+2.7%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.11%12-mo yield$111 · $591 on $10k5.91%

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

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BPQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.91%	−0.5%	−0.1%	+1.1%	+7.9%	+2.7%	−3.4%	$123M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	BPQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.91%	−0.5%	−0.1%	+1.1%	+7.9%	+2.7%	−3.4%	$123M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV

iShares Core S&P 500

$17,414

PQDI

Principal Spectrum Preferred and Income

$11,450

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