PRFD vs SPYM

APRFD

BSPYM

Measures won3–2PRFD wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · SPY $17,358

Lowest cost0.02%SPYM · $2 on $10k

Most income6.07%PRFD · $607 on $10k

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

Held in common0.0%PRFD and SPYM

PRFD

SPYM

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MState Street SPDR Portfolio S&P 500 ETF · $179B

+9.2%3 years · per year$13,013 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.87%Expense ratio$87 · $2 on $10k · lower wins0.02%

6.07%12-mo yield$607 · $103 on $10k1.03%

−3.6%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.7%

3–2PRFD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPRFD · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	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
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	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
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 SPYM

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasurePRFDSPYM

Fee0.87%0.02%

Cost on $10k a year$87$2

Yield6.07%1.03%

5 years, per year[…]+11.8%

3 years, per year+9.2%+21.5%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y3.6%13.7%

3–2measures won
PRFD first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: PRFD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PRFDSPYMSPY

PRFD—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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