Compare · 2 funds side by side · dividends reinvested

CSTK and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

CSTK and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFUnsorted0.36%1.83%+13.5%+20.2%[…][…]−8.9%11.3%$184M1.2

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSTK 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $184M[…]

CSTK

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

CSTKMeasureSPYM

+13.5%Year to dateJan 1 → Nov 5+8.4%

+20.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.36%Expense ratio$36 · $2 a year on $10k · lower is better0.02%

1.83%Trailing 12-mo yield$183 · $106 a year on $10k1.06%

−8.9%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

4–1CSTK wins

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

More Ways to See the Pairs

CSTK vs SPYM: Top 5 Holdings

Today

CSTK

15.8%in top 5

SPYM

in top 527.7%

CSTKStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

3.6%MSFT6.2%

not top 5AMZN3.9%

3.2%GOOGL2.6%

3.0%WFCnot top 5

3.0%PMnot top 5

2.9%CVXnot top 5

Held in common21.4%

End-of-day Nov 5, 2026 · share of each fund

CSTK vs SPYM Returns, Every Period

InvescoCSTK

+20.2%

past year

SPYMSPDR

+9.8%

past year

CSTKSPYMFaded: behind in that period

2–0CSTK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: CSTK vs SPYM

YTD

InvescoCSTK

+13.5%

SPYMSPDR

+8.4%

+13.5%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

1.8%Yield1.1%

$184MAssets$182B

3–0CSTK wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSTK, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CSTK0.36%$36

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSTK, SPYM

1.83%highest, CSTK

FundTrailing yieldYield$10k

CSTK1.83%$183

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, CSTK

CSTK$183 − $36 = $147

SPYM$106 − $2 = $104

KeptFee

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

Overlap: CSTK, SPYM

Today

21.4%most shared, CSTK and SPYM

CSTKSPYM

CSTK—21.4%

SPYM21.4%—

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

Return vs Bumpiness: 2 ETFs

+20.2%CSTK, at 11.3% volatility

CSTKWorst drop−8.9%11.3% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSTKSPYM

+13.5%Year to date+8.4%

1.8%Yield1.1%

+20.2%Past year+9.8%

0.36%Fee0.02%

3–1CSTK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026