PQDI vs SPY

APQDI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PQDI $11,392

Lowest cost0.09%SPY · $9 on $10k

Most income5.92%PQDI · $592 on $10k

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

Held in common0.5%PQDI and SPY

PQDI

SPY

Principal Spectrum Preferred and Income ETF · $122MState Street SPDR S&P 500 ETF · $805B

+8.5%3 years · per year$12,787 · $18,174+22.0%

+2.6%5 years · per year$11,392 · $17,099+11.3%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

5.92%12-mo yield$592 · $103 on $10k1.03%

−3.4%Worst dropSmaller wins−8.9%

3.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQDI · SPY

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.92%	−0.4%	−0.4%	+0.8%	+8.5%	+2.6%	−3.4%	$122M

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.92%	−0.4%	−0.4%	+0.8%	+8.5%	+2.6%	−3.4%	$122M

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 SPY

PQDI

Principal Spectrum Preferred and Income

$11,392

SPY

SPDR S&P 500

$17,099

MeasurePQDISPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield5.92%1.03%

5 years, per year+2.6%+11.3%

3 years, per year+8.5%+22.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PQDI, SPY

Today

0.5%most shared, PQDI and SPY

PQDISPY

PQDI—0.5%

SPY0.5%—

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

SPY$103 − $9 = $94

KeptFee

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