PFLD vs IVV

APFLD

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income5.57%PFLD · $557 on $10k

Smallest drop−2.3%PFLD · worst fall in 1Y

Held in common0.0%PFLD and IVV

PFLD

IVV

AAM Low Duration Preferred and Income Securities ETF · $365MiShares Core S&P 500 ETF · $875B

+4.3%3 years · per year$11,353 · $18,159+22.0%

+0.6%5 years · per year$10,324 · $17,545+11.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

5.57%12-mo yield$557 · $111 on $10k1.11%

−2.3%Worst dropSmaller wins−8.9%

3.2%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFLD · IVV

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

Held in common0.0%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.57%	−0.1%	+2.2%	+2.8%	+4.3%	+0.6%	−2.3%	$365M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APFLD	AAM Low Duration Preferred and Income Securities ETFRead Desk	0.45%	5.57%	−0.1%	+2.2%	+2.8%	+4.3%	+0.6%	−2.3%	$365M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFLD vs IVV

PFLD

AAM Low Duration Preferred and Income Securities

$10,324

IVV

iShares Core S&P 500

$17,545

MeasurePFLDIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield5.57%1.11%

5 years, per year+0.6%+11.9%

3 years, per year+4.3%+22.0%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y3.2%13.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PFLD, IVV, VOO

Today

92.7%most shared, IVV and VOO

PFLDIVVVOO

PFLD—0.0%0.0%

IVV0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$512most kept, PFLD

PFLD$557 − $45 = $512

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee