PFF vs SPYM

APFF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IVV $17,747

Lowest cost0.02%SPYM · $2 on $10k

Most income5.79%PFF · $579 on $10k

Smallest drop−8.2%PFF · worst fall in 1Y

Held in common1.3%PFF and SPYM

PFF

SPYM

iShares Preferred and Income Securities ETF · $11.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+6.3%3 years · per year$12,014 · $19,092+24.1%

−0.5%5 years · per year$9,758 · $17,749+12.2%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

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

−8.2%Worst dropSmaller wins−8.9%

7.7%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPFF · SPYM

0.4%C0.3%

1.7%NEE0.3%

3.2%BA0.2%

0.2%BNY0.2%

Held in common1.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
4	APFF	iShares Preferred and Income Securities ETFRead Desk	0.45%	5.79%	+0.1%	−4.4%	−3.8%	+6.3%	−0.5%	−8.2%	$11.6B

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

Cards for this view

PFF vs SPYM

PFF

iShares Preferred and Income Securities

$9,759

SPYM

SPDR Portfolio S&P 500

$17,749

MeasurePFFSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield5.79%1.03%

5 years, per year−0.5%+12.2%

3 years, per year+6.3%+24.1%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y7.7%12.7%

3–3measures won
level

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PFF, SPYM, SPY, IVV

Today

99.9%most shared, SPYM and SPY

PFFSPYMSPYIVV

PFF—1.3%1.3%1.3%

SPYM1.3%—99.9%98.6%

SPY1.3%99.9%—98.7%

IVV1.3%98.6%98.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$534most kept, PFF

PFF$579 − $45 = $534

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee