PRFD vs SPY

APRFD

BSPY

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income6.07%PRFD · $607 on $10k

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common0.0%PRFD and SPY

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MState Street SPDR S&P 500 ETF · $792B

+9.3%3 years · per year$13,040 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.87%Expense ratio$87 · $9 on $10k · lower wins0.09%

6.07%12-mo yield$607 · $100 on $10k

Cards for this view

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

SPY

SPDR S&P 500

$17,481

MeasurePRFDSPY

Fee0.87%0.09%

Cost on $10k a year$87$9

Yield6.07%1.00%

5 years, per year[…]+11.8%

3 years, per year+9.3%+21.8%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y3.6%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	0.0%	+0.5%	+1.1%	+9.3%	new	−3.6%	$236M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	0.0%	+0.5%	+1.1%	+9.3%	new	−3.6%	$236M

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