PRFD vs SPY

APRFD

BSPY

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · VTI $16,585

Lowest cost0.03%VTI · $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

PRFD

SPY

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MState Street SPDR S&P 500 ETF · $778B

+9.2%3 years · per year$13,013 · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

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

6.07%12-mo yield$607 · $101 on $10k1.01%

−3.6%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.8%

3–2PRFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFD · SPY

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

Held in common0.0%

End-of-day Nov 10, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRFD vs SPY

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

SPY

SPDR S&P 500

$17,358

MeasurePRFDSPY

Fee0.87%0.09%

Cost on $10k a year$87$9

Yield6.07%1.01%

5 years, per year[…]+11.7%

3 years, per year+9.2%+21.4%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y3.6%13.8%

3–2measures won
PRFD first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: PRFD, SPY, VTI

Today

86.1%most shared, SPY and VTI

PRFDSPYVTI

PRFD—0.0%0.0%

SPY0.0%—86.1%

VTI0.0%86.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, PRFD

PRFD$607 − $87 = $520

VTI$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee