Compare · 3 funds side by side · dividends reinvested

CGW, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeCGW · 1.52% · $152 a year on $10k

Story of the three · RiskSmallest drop

CGW, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.0

Invesco S&P Global Water Index ETFInternational · Global0.58%1.52%+4.0%+3.6%+12.9%+3.7%−10.9%14.5%$1.1B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGW 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Global Water Index ETF · $1.1B$11,983

CGW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

CGWMeasure

More Ways to See the Pairs

CGW vs SPYM: Top 5 Holdings

Today

CGW

35.4%in top 5

SPYM

in top 527.3%

CGWStockSPYM

8.9%AWKnot top 5

not top 5AAPL7.9%

7.4%XYLnot top 5

7.0%VLTOnot top 5

not top 5NVDA6.6%

Cost, Income and Risk

Fees: CGW, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CGW0.58%$58

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: CGW, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM

+4.0%Year to dateJan 1 → Nov 10+10.9%

+3.6%1 yearTotal return+13.1%

+12.9%3 years · per year$10,000 became $14,390 · $17,936+21.5%

+3.7%5 years · per year$10,000 became $11,983 · $17,429+11.8%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

1.52%Trailing 12-mo yield$152 · $103 a year on $10k1.03%

−10.9%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.7%

CGWSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.3%UU.Lnot top 5

not top 5MSFT6.2%

5.7%WTRGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.3%

End-of-day Nov 10, 2026 · share of each fund

CGW vs SPYM Returns, Every Period

5Y

InvescoCGW

+3.7%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

CGWSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Core: CGW vs SPYM

YTD

InvescoCGW

+4.0%

SPYMSPDR

+10.9%

+4.0%Year to date+10.9%

−10.9%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.7%

1.5%Yield1.0%

$1.1BAssets$183B

3–1SPYM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.52%highest, CGW

FundTrailing yieldYield$10k

CGW1.52%$152

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

CGW$152 − $58 = $94

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGW, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CGWSPYMSPY

CGW—0.3%0.3%

SPYM0.3%—99.9%

SPY0.3%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

CGWWorst drop−10.9%14.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CGWSPYM

+4.0%Year to date+10.9%

1.5%Yield1.0%

+3.6%Past year+13.1%

0.58%Fee0.02%

3–1SPYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CGW, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three