Compare · 3 funds side by side · dividends reinvested

DJD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,815DJD · best of the three

02 / 04

DJD, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dow Jones Industrial Average Dividend ETFIncome · Dividend stocks0.07%2.25%+20.2%+24.8%+21.7%+12.2%−5.7%11.8%$537M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: DJD 2015 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dow Jones Industrial Average Dividend ETF · $537M$17,815

DJD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

DJDMeasureSPYM

+20.2%Year to dateJan 1 → Nov 6+8.8%

+24.8%1 yearTotal return+9.8%

+21.7%3 years · per year$10,000 became $18,029 · $18,082+21.8%

+12.2%5 years · per year$10,000 became $17,815 · $17,192+11.4%

0.07%Expense ratio$7 · $2 a year on $10k · lower is better0.02%

2.25%Trailing 12-mo yield$225 · $105 a year on $10k1.05%

−5.7%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.6%

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

6–2DJD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DJD vs SPYM: Top 5 Holdings

Today

DJD

34.7%in top 5

SPYM

in top 527.8%

DJDStockSPYM

8.7%NKEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.9%PGnot top 5

6.7%CVXnot top 5

6.3%HDnot top 5

not top 5MSFT6.3%

6.1%MCDnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common15.4%

End-of-day Nov 6, 2026 · share of each fund

DJD vs SPYM Returns, Every Period

InvescoDJD

+12.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DJDSPYMFaded: behind in that period

3–1DJD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: DJD vs SPYM

YTD

InvescoDJD

+20.2%

SPYMSPDR

+8.8%

+20.2%Year to date+8.8%

−5.7%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.6%

2.3%Yield1.1%

$537MAssets$178B

4–0DJD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DJD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DJD0.07%$7

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DJD, SPYM, SPY

2.25%highest, DJD

FundTrailing yieldYield$10k

DJD2.25%$225

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$218most kept, DJD

DJD$225 − $7 = $218

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DJD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DJDSPYMSPY

DJD—15.4%15.4%

SPYM15.4%—99.9%

SPY15.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.8%DJD, at 11.8% volatility

DJDWorst drop−5.7%11.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DJDSPYM

+20.2%Year to date+8.8%

2.3%Yield1.1%

+24.8%Past year+9.8%

0.07%Fee0.02%

3–1DJD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026