SPY vs PRFD

ASPY

BPRFD

Measures won2–3PRFD wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income6.09%PRFD · $609 on $10k

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

Held in common0.0%SPY and PRFD

State Street SPDR S&P 500 ETF · $793BPIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M

+21.6%3 years · per year$17,968 · $12,960+9.0%

+11.6%5 years · per year$17,337 · […][…]

0.09%Expense ratio$9 · $87 on $10k · lower wins0.87%

1.00%12-mo yield$100 · $609 on $10k

Cards for this view

SPY

SPDR S&P 500

$17,337

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

MeasureSPYPRFD

Fee0.09%0.87%

Cost on $10k a year$9$87

Yield1.00%6.09%

5 years, per year+11.6%[…]

3 years, per year+21.6%+9.0%

Worst drop · 1Y−8.9%−3.6%

Volatility · 1Y13.7%

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	BPRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.09%	−0.3%	+0.2%	+0.7%	+9.0%	new	−3.6%	$236M

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	BPRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.09%	−0.3%	+0.2%	+0.7%	+9.0%	new	−3.6%	$236M

Loading…