IVV vs PREF

AIVV

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%IVV and PREF

IVV

PREF

iShares Core S&P 500 ETF · $887BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+24.2%3 years · per year$19,178 · $13,036+9.2%

+12.6%5 years · per year$18,118 · $11,377+2.6%

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.09%12-mo yield$109 · $504 on $10k5.04%

−8.9%Worst dropSmaller wins−2.9%

12.9%VolatilityLower wins3.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · PREF

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

All Three

5Y3 funds

#
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%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

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

All Three

5Y3 funds

#
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%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

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 PREF

IVV

iShares Core S&P 500

$18,118

PREF

Principal Spectrum Preferred Securities Active

$11,377

MeasureIVVPREF

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.09%5.04%

5 years, per year+12.6%+2.6%

3 years, per year+24.2%+9.2%

Worst drop · 1Y−8.9%−2.9%

Volatility · 1Y12.9%3.3%

3–3measures won
level

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%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, PREF, VOO

Today

94.5%most shared, IVV and VOO

IVVPREFVOO

IVV—0.0%94.5%

PREF0.0%—0.0%

VOO94.5%0.0%—

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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