PREF vs SPYM

APREF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income5.03%PREF · $503 on $10k

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

Held in common0.0%PREF and SPYM

PREF

SPYM

Principal Spectrum Preferred Securities Active ETF · $1.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+9.2%3 years · per year$13,030 · $18,082+21.8%

+2.6%5 years · per year$11,389 · $17,192+11.4%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

5.03%12-mo yield$503 · $105 on $10k1.05%

−2.9%Worst dropSmaller wins−8.9%

3.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsPREF · SPYM

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	+0.3%	+0.7%	+1.8%	+9.2%	+2.6%	−2.9%	$1.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PREF vs SPYM

PREF

Principal Spectrum Preferred Securities Active

$11,389

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePREFSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield5.03%1.05%

5 years, per year+2.6%+11.4%

3 years, per year+9.2%+21.8%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.3%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PREF, SPYM, VOO, IVV

Today

99.9%most shared, SPYM and IVV

PREFSPYMVOOIVV

PREF—0.0%0.0%0.0%

SPYM0.0%—92.2%99.9%

VOO0.0%92.2%—92.2%

IVV0.0%99.9%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$448most kept, PREF

PREF$503 − $55 = $448

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee