SPYM vs PREF

ASPYM

BPREF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · PREF $11,373

Lowest cost0.02%SPYM · $2 on $10k

Most income5.04%PREF · $504 on $10k

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%SPYM and PREF

SPYM

PREF

State Street SPDR Portfolio S&P 500 ETF · $182BPrincipal Spectrum Preferred Securities Active ETF · $1.9B

+22.1%3 years · per year$18,222 · $13,033+9.2%

+11.4%5 years · per year$17,164 · $11,373+2.6%

0.02%Expense ratio$2 · $55 on $10k · lower wins0.55%

1.06%12-mo yield$106 · $504 on $10k5.04%

−8.9%Worst dropSmaller wins−2.9%

13.6%VolatilityLower wins3.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · PREF

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BPREF	Principal Spectrum Preferred Securities Active ETFRead Desk		0.55%	5.04%	−0.2%	+0.4%	+1.6%	+9.2%	+2.6%	−2.9%	$1.9B

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

SPYM vs PREF

SPYM

SPDR Portfolio S&P 500

$17,164

PREF

Principal Spectrum Preferred Securities Active

$11,373

MeasureSPYMPREF

Fee0.02%0.55%

Cost on $10k a year$2$55

Yield1.06%5.04%

5 years, per year+11.4%+2.6%

3 years, per year+22.1%+9.2%

Worst drop · 1Y−8.9%−2.9%

Volatility · 1Y13.6%3.3%

3–3measures won
level

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: SPYM, PREF

Today

0.0%most shared, SPYM and PREF

SPYMPREF

SPYM—0.0%

PREF0.0%—

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

Income After Fees on $10,000

$449most kept, PREF

PREF$504 − $55 = $449

SPYM$106 − $2 = $104

KeptFee

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