PFRL vs SPY

APFRL

BSPY

Measures won3–2PFRL wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income6.19%PFRL · $619 on $10k

Smallest drop−1.3%PFRL · worst fall in 1Y

Held in common0.0%PFRL and SPY

PGIM Floating Rate Income ETF · $138MState Street SPDR S&P 500 ETF · $793B

+7.8%3 years · per year$12,513 · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.72%Expense ratio$72 · $9 on $10k · lower wins0.09%

6.19%12-mo yield$619 · $100 on $10k

Cards for this view

PFRL

PGIM Floating Rate Income

[…]

SPY

SPDR S&P 500

$17,337

MeasurePFRLSPY

Fee0.72%0.09%

Cost on $10k a year$72$9

Yield6.19%1.00%

5 years, per year[…]+11.6%

3 years, per year+7.8%+21.6%

Worst drop · 1Y−1.3%−8.9%

Volatility · 1Y2.1%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	APFRL	PGIM Floating Rate Income ETFRead Desk	0.72%	6.19%	+0.1%	+4.4%	+5.6%	+7.8%	new	−1.3%	$138M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	APFRL	PGIM Floating Rate Income ETFRead Desk	0.72%	6.19%	+0.1%	+4.4%	+5.6%	+7.8%	new	−1.3%	$138M

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