PQDI vs IVV

APQDI

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income5.92%PQDI · $592 on $10k

Smallest drop−3.4%PQDI · worst fall in 1Y

Held in common0.5%PQDI and IVV

PQDI

IVV

Principal Spectrum Preferred and Income ETF · $123MiShares Core S&P 500 ETF · $850B

+8.5%3 years · per year$12,787 · $18,221+22.1%

+2.6%5 years · per year$11,392 · $17,151+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

5.92%12-mo yield$592 · $114 on $10k1.14%

−3.4%Worst dropSmaller wins−8.9%

3.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPQDI · IVV

0.4%BAC0.5%

0.1%FITB0.1%

0.4%ACGL0.1%

Held in common0.5%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	−0.4%	−0.4%	+0.8%	+8.5%	+2.6%	−3.4%	$123M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	−0.4%	−0.4%	+0.8%	+8.5%	+2.6%	−3.4%	$123M

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

PQDI vs IVV

PQDI

Principal Spectrum Preferred and Income

$11,392

IVV

iShares Core S&P 500

$17,152

MeasurePQDIIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.92%1.14%

5 years, per year+2.6%+11.4%

3 years, per year+8.5%+22.1%

Worst drop · 1Y−3.4%−8.9%

Volatility · 1Y3.8%13.6%

3–3measures won
level

0.5%

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$819B

2–0SPYM wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PQDI, IVV, VOO

Today

93.5%most shared, IVV and VOO

PQDIIVVVOO

PQDI—0.5%0.5%

IVV0.5%—93.5%

VOO0.5%93.5%—

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

Income After Fees on $10,000

$532most kept, PQDI

PQDI$592 − $60 = $532

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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