PFFA vs SPY

APFFA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PFFA $11,824

Lowest cost0.09%SPY · $9 on $10k

Most income11.22%PFFA · $1,122 on $10k

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

Held in common0.0%PFFA and SPY

PFFA

SPY

Virtus InfraCap U.S. Preferred Stock ETF · $2.2BState Street SPDR S&P 500 ETF · $819B

+10.2%3 years · per year$13,399 · $18,174+22.0%

+3.4%5 years · per year$11,824 · $17,099+11.3%

2.11%Expense ratio$211 · $9 on $10k · lower wins0.09%

11.22%12-mo yield$1,122 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

8.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFA · SPY

0.0%HPE0.1%

0.0%BA0.2%

0.0%APO0.1%

0.0%NEE0.3%

Held in common0.0%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	11.22%	−2.8%	−7.3%	−4.9%	+10.2%	+3.4%	−11.4%	$2.2B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APFFA	Virtus InfraCap U.S. Preferred Stock ETFRead Desk		2.11%	11.22%	−2.8%	−7.3%	−4.9%	+10.2%	+3.4%	−11.4%	$2.2B

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

Cards for this view

PFFA vs SPY

PFFA

Virtus InfraCap U.S. Preferred Stock

$11,824

SPY

SPDR S&P 500

$17,099

MeasurePFFASPY

Fee2.11%0.09%

Cost on $10k a year$211$9

Yield11.22%1.03%

5 years, per year+3.4%+11.3%

3 years, per year+10.2%+22.0%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y8.9%13.6%

4–2measures won
SPY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PFFA, SPY

Today

0.0%most shared, PFFA and SPY

PFFASPY

PFFA—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$911most kept, PFFA

PFFA$1,122 − $211 = $911

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee