PREF vs IVV

APREF

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and IVV

PREF

IVV

Principal Spectrum Preferred Securities Active ETF · $1.9BiShares Core S&P 500 ETF · $887B

+9.2%3 years · per year$13,033 · $18,221+22.1%

+2.6%5 years · per year$11,373 · $17,151+11.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

5.04%12-mo yield$504 · $114 on $10k1.14%

−2.9%Worst dropSmaller wins−8.9%

3.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPREF · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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%	$886.8B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.48%	−6.5%	+5.7%	+5.0%	+23.3%	+11.7%	−14.8%	$464.6B
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%	$886.8B
3	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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

PREF vs IVV

PREF

Principal Spectrum Preferred Securities Active

$11,373

IVV

iShares Core S&P 500

$17,152

MeasurePREFIVV

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield5.04%1.14%

5 years, per year+2.6%+11.4%

3 years, per year+9.2%+22.1%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.3%13.6%

3–3measures won
level

0.0%

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

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: PREF, IVV, QQQ

Today

52.8%most shared, IVV and QQQ

PREFIVVQQQ

PREF—0.0%0.0%

IVV0.0%—52.8%

QQQ0.0%52.8%—

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

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