PSK vs SPY

APSK

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PSK $8,910

Lowest cost0.09%SPY · $9 on $10k

Most income7.51%PSK · $751 on $10k

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

Held in common1.1%PSK and SPY

PSK

SPY

State Street SPDR ICE Preferred Securities ETF · $611MState Street SPDR S&P 500 ETF · $805B

+3.8%3 years · per year$11,180 · $18,174+22.0%

−2.3%5 years · per year$8,910 · $17,099+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

7.51%12-mo yield$751 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−8.9%

6.6%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSK · SPY

1.1%BAC0.5%

0.8%MS0.3%

0.9%F0.1%

1.5%FITB0.1%

Held in common1.1%

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%	$804.8B
2	APSK	State Street SPDR ICE Preferred Securities ETFRead Desk		0.45%	7.51%	−1.1%	−6.6%	−7.3%	+3.8%	−2.3%	−10.3%	$611M

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%	$804.8B
2	APSK	State Street SPDR ICE Preferred Securities ETFRead Desk		0.45%	7.51%	−1.1%	−6.6%	−7.3%	+3.8%	−2.3%	−10.3%	$611M

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

PSK vs SPY

PSK

SPDR ICE Preferred Securities

$8,910

SPY

SPDR S&P 500

$17,099

MeasurePSKSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield7.51%1.03%

5 years, per year−2.3%+11.3%

3 years, per year+3.8%+22.0%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y6.6%13.6%

4–2measures won
SPY first

1.1%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PSK, SPY

Today

1.1%most shared, PSK and SPY

PSKSPY

PSK—1.1%

SPY1.1%—

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

Income After Fees on $10,000

$706most kept, PSK

PSK$751 − $45 = $706

SPY$103 − $9 = $94

KeptFee

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