SPY vs PFXF

ASPY

BPFXF

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PFXF $10,643

Lowest cost0.09%SPY · $9 on $10k

Most income6.54%PFXF · $654 on $10k

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

Held in common0.0%SPY and PFXF

SPY

PFXF

State Street SPDR S&P 500 ETF · $778BVanEck Preferred Securities ex Financials ETF · $2.1B

+21.7%3 years · per year$18,039 · $12,617+8.1%

+11.3%5 years · per year$17,118 · $10,643+1.3%

0.09%Expense ratio$9 · $40 on $10k · lower wins0.40%

1.03%12-mo yield$103 · $654 on $10k6.54%

−8.9%Worst dropSmaller wins−11.8%

13.6%VolatilityLower wins11.4%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · PFXF

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

Held in common0.0%

End-of-day Nov 6, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	BPFXF	VanEck Preferred Securities ex Financials ETFRead Desk		0.40%	6.54%	+0.4%	−2.9%	−0.7%	+8.1%	+1.3%	−11.8%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs PFXF

SPY

SPDR S&P 500

$17,118

PFXF

VanEck Preferred Securities ex Financials

$10,643

MeasureSPYPFXF

Fee0.09%0.40%

Cost on $10k a year$9$40

Yield1.03%6.54%

5 years, per year+11.3%+1.3%

3 years, per year+21.7%+8.1%

Worst drop · 1Y−8.9%−11.8%

Volatility · 1Y13.6%11.4%

4–2measures won
SPY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, PFXF

Today

0.0%most shared, SPY and PFXF

SPYPFXF

SPY—0.0%

PFXF0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee