PFXF vs SPY

APFXF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · SPY $18,060

Lowest cost0.03%IVV · $3 on $10k

Most income6.40%PFXF · $640 on $10k

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

Held in common0.0%PFXF and SPY

PFXF

SPY

VanEck Preferred Securities ex Financials ETF · $2.2BState Street SPDR S&P 500 ETF · $798B

+9.7%3 years · per year$13,212 · $19,132+24.1%

+1.8%5 years · per year$10,941 · $18,060+12.6%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

6.40%12-mo yield$640 · $99 on $10k0.99%

−11.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · SPY

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

Held in common0.0%

End-of-day Nov 4, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.40%	+1.2%	−0.8%	+0.8%	+9.7%	+1.8%	−11.1%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PFXF vs SPY

PFXF

VanEck Preferred Securities ex Financials

$10,941

SPY

SPDR S&P 500

$18,060

MeasurePFXFSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield6.40%0.99%

5 years, per year+1.8%+12.6%

3 years, per year+9.7%+24.1%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y11.1%12.9%

4–2measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: PFXF, SPY, IVV

Today

99.9%most shared, SPY and IVV

PFXFSPYIVV

PFXF—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$600most kept, PFXF

PFXF$640 − $40 = $600

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee