PSC vs SPY

APSC

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PSC $14,954

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%PSC and SPY

PSC

SPY

Principal U.S. Small-Cap Multi-Factor ETF · $2.7BState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,663 · $18,174+22.0%

+8.4%5 years · per year$14,954 · $17,099+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

0.61%12-mo yield$61 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSC · SPY

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

Held in common0.0%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	−4.1%	+15.4%	+19.2%	+20.9%	+8.4%	−10.0%	$2.7B

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	APSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.61%	−4.1%	+15.4%	+19.2%	+20.9%	+8.4%	−10.0%	$2.7B

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

Cards for this view

PSC vs SPY

PSC

Principal U.S. Small-Cap Multi-Factor

$14,954

SPY

SPDR S&P 500

$17,099

MeasurePSCSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield0.61%1.03%

5 years, per year+8.4%+11.3%

3 years, per year+20.9%+22.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y17.2%13.6%

6–0measures won
SPY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSC, SPY

Today

0.0%most shared, PSC and SPY

PSCSPY

PSC—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PSC$61 − $38 = $23

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee