PCOV vs SPY

PCOV vs SPY

Which is better, PCOV or SPY?

SPY costs less.

SPY has a lower expense ratio. PCOV is less concentrated, with 32.6% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYLess Concentrated: PCOV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPCOVSPY
Expense Ratio0.34%0.09%Best
AUM$10M$804.7B
Dividend Yield0.00%0.98%
Holdings49505
YTD Return-3.61%+11.45%Best
1Y Return-+15.87%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Top 10 Weight32.6%Best37.8%
Fund FamilyPRINCIPAL EXCHANGE-TRADED FUNDSState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 18, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

PCOV vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

PCOV vs SPY Performance

Principal Equity Premium Income ETF (PCOV) is an ETF from PRINCIPAL EXCHANGE-TRADED FUNDS and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, PCOV is down 3.61% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

PCOV charges 0.34% per year while SPY charges 0.09%. On a $10,000 position that is $34 vs $9 annually, a gap of $25 per year that compounds over a long holding period. On income, PCOV currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

PCOV already in SPY88.5%
SPY already in PCOV30.1%

88.5% of PCOV's money is in holdings SPY also owns. 30.1% of SPY's money is in holdings PCOV also owns.

Most of PCOV is already inside SPY. Owning both mostly buys the same companies twice.

42 positions in common, counted across the 49 positions we hold weights for in PCOV and 504 in SPY, against full books of 49 and 505.

What only one of them owns

Our book lists 455 positions for SPY that do not appear in our book for PCOV (69.2% of the fund), and 3 for PCOV that do not appear in SPY (4.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in PCOVWeight in SPYDifference
AAPLApple, Inc4.54%7.26%2.72%
MSFTMicrosoft Corp4.09%5.66%1.57%
JPMJpmorgan Chase4.02%1.45%2.57%
GOOGLAlphabet Inc,class A2.33%2.99%0.66%
AVGOBroadcom Inc2.24%2.66%0.42%
MSMorgan Stanley3.23%0.38%2.85%
COSTCostco Wholesale Corp.2.86%0.63%2.23%
MRKMerck & Company Inc2.70%0.56%2.14%
WMTWalmart, Inc.2.52%0.71%1.81%
LLYEli Lilly & Co.1.82%1.40%0.42%

88.5% of PCOV is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

PCOVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PCOV or SPY?

PCOV has an expense ratio of 0.34% while SPY charges 0.09%. SPY is the cheaper option, by $25 a year on a $10,000 investment.

What is the holdings overlap between PCOV and SPY?

88.5% of PCOV's money is in holdings SPY also owns. 30.1% of SPY's is in holdings PCOV also owns. They hold 42 positions in common, counted across the 49 positions we hold weights for in PCOV and 504 in SPY.

Which pays a higher dividend, PCOV or SPY?

PCOV yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than PCOV?

SPY has a lower expense ratio. PCOV is less concentrated, with 32.6% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.