PFF vs SPY

APFF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PFF $9,715

Lowest cost0.09%SPY · $9 on $10k

Most income5.79%PFF · $579 on $10k

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

Held in common1.4%PFF and SPY

PFF

SPY

iShares Preferred and Income Securities ETF · $11.5BState Street SPDR S&P 500 ETF · $819B

+5.5%3 years · per year$11,726 · $18,039+21.7%

−0.6%5 years · per year$9,715 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

5.79%12-mo yield$579 · $103 on $10k1.03%

−8.6%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFF · SPY

0.4%C0.3%

1.8%NEE0.3%

3.2%BA0.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APFF	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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APFF	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

PFF vs SPY

PFF

iShares Preferred and Income Securities

$9,715

SPY

SPDR S&P 500

$17,118

MeasurePFFSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield5.79%1.03%

5 years, per year−0.6%+11.3%

3 years, per year+5.5%+21.7%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y8.1%13.6%

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%

$182BAssets$819B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PFF, SPY

Today

1.4%most shared, PFF and SPY

PFFSPY

PFF—1.4%

SPY1.4%—

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

SPY$103 − $9 = $94

KeptFee

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