PQDI vs SPY

APQDI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

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 SPY

PQDI

SPY

Principal Spectrum Preferred and Income ETF · $123MState Street SPDR S&P 500 ETF · $819B

+8.5%3 years · per year$12,766 · $18,039+21.7%

+2.7%5 years · per year$11,418 · $17,118+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 yearsAll three, one 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 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M

End-of-day Nov 6, 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%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.92%	+0.1%	−0.3%	+0.8%	+8.5%	+2.7%	−3.4%	$123M

End-of-day Nov 6, 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

$11,418

SPY

SPDR S&P 500

$17,118

MeasurePQDISPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield5.92%1.03%

5 years, per year+2.7%+11.3%

3 years, per year+8.5%+21.7%

Worst drop · 1Y−3.4%−8.9%

Volatility · 1Y3.8%13.6%

3–3measures won
level

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: PQDI, SPY, IVV

Today

99.9%most shared, SPY and IVV

PQDISPYIVV

PQDI—0.5%0.5%

SPY0.5%—99.9%

IVV0.5%99.9%—

End-of-day Nov 6, 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

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee