Compare · 2 funds side by side · dividends reinvested

ERTH and SPYM

ERTHInvesco×SPYMSPDR×

Versus in desk

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

02 / 04

ERTH and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

Invesco MSCI Sustainable Future ETFUnsorted0.68%2.00%−10.6%−10.3%+3.5%−9.2%−19.8%17.3%$124M1.9

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: ERTH 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Sustainable Future ETF · $124M$6,161

ERTH

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

ERTHMeasureSPYM

−10.6%Year to dateJan 1 → Nov 5+8.4%

−10.3%1 yearTotal return+9.8%

+3.5%3 years · per year$10,000 became $11,080 · $18,222+22.1%

−9.2%5 years · per year$10,000 became $6,161 · $17,164+11.4%

0.68%Expense ratio$68 · $2 a year on $10k · lower is better0.02%

2.00%Trailing 12-mo yield$200 · $106 a year on $10k1.06%

−19.8%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

ERTH vs SPYM: Top 5 Holdings

Today

ERTH

25.4%in top 5

SPYM

in top 527.7%

ERTHStockSPYM

not top 5AAPL7.7%

5.0%NVDA7.3%

not top 5MSFT6.2%

6.0%TSLAnot top 5

5.3%DLRnot top 5

4.7%VWS.COnot top 5

4.5%1211.HKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common6.8%

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

ERTH vs SPYM Returns, Every Period

InvescoERTH

−9.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ERTHSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: ERTH vs SPYM

YTD

InvescoERTH

−10.6%

SPYMSPDR

+8.4%

−10.6%Year to date+8.4%

−19.8%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.6%

2.0%Yield1.1%

$124MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: ERTH, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ERTH0.68%$68

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

Yields: ERTH, SPYM

2.00%highest, ERTH

FundTrailing yieldYield$10k

ERTH2.00%$200

SPYM1.06%$106

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

Income After Fees on $10,000

$132most kept, ERTH

ERTH$200 − $68 = $132

SPYM$106 − $2 = $104

KeptFee

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

Overlap: ERTH, SPYM

Today

6.8%most shared, ERTH and SPYM

ERTHSPYM

ERTH—6.8%

SPYM6.8%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

ERTHWorst drop−19.8%17.3% vol

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

Paid More vs Made More

YTD

ERTHSPYM

−10.6%Year to date+8.4%

2.0%Yield1.1%

−10.3%Past year+9.8%

0.68%Fee0.02%

3–1SPYM 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$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