PFXF vs SPYM

APFXF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income6.40%PFXF · $640 on $10k

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

Held in common0.0%PFXF and SPYM

PFXF

SPYM

VanEck Preferred Securities ex Financials ETF · $2.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+9.7%3 years · per year$13,212 · $19,186+24.3%

+1.8%5 years · per year$10,941 · $18,126+12.6%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

6.40%12-mo yield$640 · $101 on $10k1.01%

−11.1%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPFXF · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPYM

PFXF

VanEck Preferred Securities ex Financials

$10,941

SPYM

SPDR Portfolio S&P 500

$18,126

MeasurePFXFSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield6.40%1.01%

5 years, per year+1.8%+12.6%

3 years, per year+9.7%+24.3%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y11.1%12.8%

4–2measures won
SPYM first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PFXF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PFXFSPYMSPY

PFXF—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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