PQDI vs VOO

APQDI

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · PQDI $11,442

Lowest cost0.03%VOO · $3 on $10k

Most income5.90%PQDI · $590 on $10k

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

Held in common0.5%PQDI and VOO

PQDI

VOO

Principal Spectrum Preferred and Income ETF · $122MVanguard S&P 500 ETF · $1.00T

+8.8%3 years · per year$12,871 · $19,172+24.2%

+2.7%5 years · per year$11,442 · $18,115+12.6%

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

5.90%12-mo yield$590 · $105 on $10k1.05%

−3.4%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPQDI · VOO

0.4%BAC0.5%

0.1%FITB0.1%

0.4%ACGL0.0%

Held in common0.5%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	APQDI	Principal Spectrum Preferred and Income ETFRead Desk		0.60%	5.90%	+0.7%	−0.1%	+1.0%	+8.8%	+2.7%	−3.4%	$122M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PQDI vs VOO

PQDI

Principal Spectrum Preferred and Income

$11,442

VOO

Vanguard S&P 500

$18,115

MeasurePQDIVOO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.90%1.05%

5 years, per year+2.7%+12.6%

3 years, per year+8.8%+24.2%

Worst drop · 1Y−3.4%−8.9%

Volatility · 1Y3.7%12.8%

3–3measures won
level

0.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: PQDI, VOO

Today

0.5%most shared, PQDI and VOO

PQDIVOO

PQDI—0.5%

VOO0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$530most kept, PQDI

PQDI$590 − $60 = $530

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee