PREF vs SPY

APREF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PREF $11,377

Lowest cost0.09%SPY · $9 on $10k

Most income5.04%PREF · $504 on $10k

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

Held in common0.0%PREF and SPY

PREF

SPY

Principal Spectrum Preferred Securities Active ETF · $1.9BState Street SPDR S&P 500 ETF · $798B

+9.2%3 years · per year$13,036 · $19,132+24.1%

+2.6%5 years · per year$11,377 · $18,060+12.6%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

5.04%12-mo yield$504 · $99 on $10k0.99%

−2.9%Worst dropSmaller wins−8.9%

3.3%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPREF · SPY

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

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	+0.4%	+0.5%	+1.7%	+9.2%	+2.6%	−2.9%	$1.9B

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

PREF vs SPY

PREF

Principal Spectrum Preferred Securities Active

$11,377

SPY

SPDR S&P 500

$18,060

MeasurePREFSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield5.04%0.99%

5 years, per year+2.6%+12.6%

3 years, per year+9.2%+24.1%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.3%12.9%

3–3measures won
level

0.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PREF, SPY

Today

0.0%most shared, PREF and SPY

PREFSPY

PREF—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SPY$99 − $9 = $90

KeptFee

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