PFXF vs SPYM

APFXF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VTI $16,332

Lowest cost0.02%SPYM · $2 on $10k

Most income6.56%PFXF · $656 on $10k

Smallest drop−8.9%SPYM · 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

+8.5%3 years · per year$12,770 · $18,222+22.1%

+1.2%5 years · per year$10,632 · $17,164+11.4%

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

6.56%12-mo yield$656 · $106 on $10k1.06%

−11.8%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.6%

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 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	APFXF	VanEck Preferred Securities ex Financials ETFRead Desk	0.40%	6.56%	−2.5%	−3.3%	−0.6%	+8.5%	+1.2%	−11.8%	$2.2B

End-of-day Nov 5, 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

$10,632

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePFXFSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield6.56%1.06%

5 years, per year+1.2%+11.4%

3 years, per year+8.5%+22.1%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y11.4%13.6%

4–2measures won
SPYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: PFXF, SPYM, VTI

Today

86.5%most shared, SPYM and VTI

PFXFSPYMVTI

PFXF—0.0%0.0%

SPYM0.0%—86.5%

VTI0.0%86.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$616most kept, PFXF

PFXF$656 − $40 = $616

VTI$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee