PFFR vs SPY

APFFR

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PFFR $9,889

Lowest cost0.09%SPY · $9 on $10k

Most income9.14%PFFR · $914 on $10k

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%PFFR and SPY

PFFR

SPY

InfraCap REIT Preferred ETF · $109MState Street SPDR S&P 500 ETF · $819B

+7.7%3 years · per year$12,483 · $18,174+22.0%

−0.2%5 years · per year$9,889 · $17,099+11.3%

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

9.14%12-mo yield$914 · $103 on $10k1.03%

−7.5%Worst dropSmaller wins−8.9%

9.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFFR · SPY

They share no top holdings, or holdings aren’t on file […]

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.14%	−2.2%	−4.2%	−4.1%	+7.7%	−0.2%	−7.5%	$109M

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.14%	−2.2%	−4.2%	−4.1%	+7.7%	−0.2%	−7.5%	$109M

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

PFFR vs SPY

PFFR

InfraCap REIT Preferred

$9,889

SPY

SPDR S&P 500

$17,099

MeasurePFFRSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield9.14%1.03%

5 years, per year−0.2%+11.3%

3 years, per year+7.7%+22.0%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y9.0%13.6%

3–3measures won
level

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: PFFR, SPY

Today

0.0%most shared, PFFR and SPY

PFFRSPY

PFFR—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

$869most kept, PFFR

PFFR$914 − $45 = $869

SPY$103 − $9 = $94

KeptFee

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