PQDI vs SPYM

APQDI

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income5.91%PQDI · $591 on $10k

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

Held in common0.5%PQDI and SPYM

PQDI

SPYM

Principal Spectrum Preferred and Income ETF · $123MState Street SPDR Portfolio S&P 500 ETF · $179B

+7.9%3 years · per year$12,569 · $17,936+21.5%

+2.7%5 years · per year$11,450 · $17,429+11.8%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

5.91%12-mo yield$591 · $103 on $10k1.03%

−3.4%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPQDI · SPYM

0.4%BAC0.5%

0.1%FITB0.1%

0.4%ACGL0.1%

Held in common0.5%

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.91%	−0.5%	−0.1%	+1.1%	+7.9%	+2.7%	−3.4%	$123M

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	APQDI	Principal Spectrum Preferred and Income ETFRead Desk	0.60%	5.91%	−0.5%	−0.1%	+1.1%	+7.9%	+2.7%	−3.4%	$123M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PQDI vs SPYM

PQDI

Principal Spectrum Preferred and Income

$11,450

SPYM

SPDR Portfolio S&P 500

$17,429

MeasurePQDISPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield5.91%1.03%

5 years, per year+2.7%+11.8%

3 years, per year+7.9%+21.5%

Worst drop · 1Y−3.4%−8.9%

Volatility · 1Y3.9%13.7%

3–3measures won
level

0.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: PQDI, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PQDISPYMIVV

PQDI—0.5%0.5%

SPYM0.5%—99.9%

IVV0.5%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$531most kept, PQDI

PQDI$591 − $60 = $531

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee