PFFV vs IVV

APFFV

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income8.43%PFFV · $843 on $10k

Smallest drop−3.4%PFFV · worst fall in 1Y

Held in common[…]PFFV and IVV

PFFV

IVV

Global X - Variable Rate Preferred ETF · $340MiShares Core S&P 500 ETF · $853B

+6.2%3 years · per year$11,978 · $18,084+21.8%

+1.3%5 years · per year$10,678 · $17,177+11.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

8.43%12-mo yield$843 · $114 on $10k1.14%

−3.4%Worst dropSmaller wins−8.9%

4.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFFV · IVV

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

Held in common[…]

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	APFFV	Global X - Variable Rate Preferred ETFRead Desk	0.25%	8.43%	−1.1%	+0.1%	−0.3%	+6.2%	+1.3%	−3.4%	$340M

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	APFFV	Global X - Variable Rate Preferred ETFRead Desk	0.25%	8.43%	−1.1%	+0.1%	−0.3%	+6.2%	+1.3%	−3.4%	$340M

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

PFFV vs IVV

PFFV

Global X - Variable Rate Preferred

$10,678

IVV

iShares Core S&P 500

$17,177

MeasurePFFVIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield8.43%1.14%

5 years, per year+1.3%+11.4%

3 years, per year+6.2%+21.8%

Worst drop · 1Y−3.4%−8.9%

Volatility · 1Y4.5%13.6%

3–3measures won
level

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: PFFV, IVV, VOO

Today

92.2%most shared, IVV and VOO

PFFVIVVVOO

PFFV—[…][…]

IVV[…]—92.2%

VOO[…]92.2%—

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

Income After Fees on $10,000

$818most kept, PFFV

PFFV$843 − $25 = $818

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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