Compare · 3 funds side by side · dividends reinvested

KBWP, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,928KBWP · best of the three

02 / 04

KBWP, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.6

Invesco KBW Property & Casualty Insurance ETFSectors · Financials0.35%1.71%+14.5%+26.2%+20.5%+14.8%−12.0%18.3%$305M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: KBWP 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Property & Casualty Insurance ETF · $305M$19,928

KBWP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

KBWPMeasureSPYM

+14.5%Year to dateJan 1 → Nov 4+13.4%

+26.2%1 yearTotal return+13.5%

+20.5%3 years · per year$10,000 became $17,484 · $19,186+24.3%

+14.8%5 years · per year$10,000 became $19,928 · $18,126+12.6%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

1.71%Trailing 12-mo yield$171 · $101 a year on $10k1.01%

−12.0%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer12.8%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWP vs SPYM: Top 5 Holdings

Today

KBWP

40.2%in top 5

SPYM

in top 527.3%

KBWPStockSPYM

8.2%CBnot top 5

8.2%TRVnot top 5

8.1%MRSHnot top 5

8.0%PGRnot top 5

7.8%AONnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.4%

End-of-day Nov 4, 2026 · share of each fund

KBWP vs SPYM Returns, Every Period

InvescoKBWP

+14.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

KBWPSPYMFaded: behind in that period

3–1KBWP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: KBWP vs SPYM

YTD

InvescoKBWP

+14.5%

SPYMSPDR

+13.4%

+14.5%Year to date+13.4%

−12.0%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y12.8%

1.7%Yield1.0%

$305MAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KBWP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

KBWP0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KBWP, SPYM, SPY

1.71%highest, KBWP

FundTrailing yieldYield$10k

KBWP1.71%$171

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, KBWP

KBWP$171 − $35 = $136

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KBWP, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

KBWPSPYMSPY

KBWP—1.4%1.4%

SPYM1.4%—99.8%

SPY1.4%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.2%KBWP, at 18.3% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

KBWPWorst drop−12.0%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWPSPYM

+14.5%Year to date+13.4%

1.7%Yield1.0%

+26.2%Past year+13.5%

0.35%Fee0.02%

3–1KBWP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026