PFFA vs IVV

APFFA

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income11.17%PFFA · $1,117 on $10k

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

Held in common0.0%PFFA and IVV

PFFA

IVV

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BiShares Core S&P 500 ETF · $853B

+9.6%3 years · per year$13,162 · $18,084+21.8%

+3.5%5 years · per year$11,861 · $17,177+11.4%

2.11%Expense ratio$211 · $3 on $10k · lower wins0.03%

11.17%12-mo yield$1,117 · $114 on $10k1.14%

−11.4%Worst dropSmaller wins−8.9%

8.9%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFFA · IVV

0.0%HPE0.1%

0.0%BA0.2%

0.0%APO0.1%

0.0%NEE0.3%

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.17%	+0.4%	−6.9%	−4.9%	+9.6%	+3.5%	−11.4%	$2.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk	2.11%	11.17%	+0.4%	−6.9%	−4.9%	+9.6%	+3.5%	−11.4%	$2.2B

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

PFFA vs IVV

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,861

IVV

iShares Core S&P 500

$17,177

MeasurePFFAIVV

Fee2.11%0.03%

Cost on $10k a year$211$3

Yield11.17%1.14%

5 years, per year+3.5%+11.4%

3 years, per year+9.6%+21.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y8.9%13.6%

4–2measures won
IVV first

0.0%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PFFA, IVV, VOO

Today

92.2%most shared, IVV and VOO

PFFAIVVVOO

PFFA—0.0%0.0%

IVV0.0%—92.2%

VOO0.0%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$906most kept, PFFA

PFFA$1,117 − $211 = $906

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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