PREF vs QQQ

APREF

BQQQ

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,352QQQ · VOO $17,156

Lowest cost0.03%VOO · $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 QQQ

PREF

QQQ

Principal Spectrum Preferred Securities Active ETF · $1.9BInvesco QQQ Trust, Series 1 · $465B

+9.2%3 years · per year$13,033 · $18,756+23.3%

+2.6%5 years · per year$11,373 · $17,352+11.7%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

5.04%12-mo yield$504 · $48 on $10k0.48%

−2.9%Worst dropSmaller wins−14.8%

3.3%VolatilityLower wins21.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPREF · QQQ

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	BQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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	BQQQ	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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 QQQ

PREF

Principal Spectrum Preferred Securities Active

$11,373

QQQ

Invesco QQQ Trust

$17,352

MeasurePREFQQQ

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield5.04%0.48%

5 years, per year+2.6%+11.7%

3 years, per year+9.2%+23.3%

Worst drop · 1Y−2.9%−14.8%

Volatility · 1Y3.3%21.3%

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, QQQ, VOO

Today

55.0%most shared, QQQ and VOO

PREFQQQVOO

PREF—0.0%0.0%

QQQ0.0%—55.0%

VOO0.0%55.0%—

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

VOO$110 − $3 = $107

QQQ$48 − $18 = $30

KeptFee

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