Compare · 3 funds side by side · dividends reinvested

KBWY, SPYM and SPY

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

02 / 04

KBWY, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

Invesco KBW Premium Yield Equity REIT ETFIncome · Premium income0.35%8.81%+16.4%+22.0%+9.7%+0.7%−15.1%17.3%$295M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, 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: KBWY 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Premium Yield Equity REIT ETF · $295M$10,353

KBWY

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

KBWYMeasureSPYM

+16.4%Year to dateJan 1 → Nov 5+8.4%

+22.0%1 yearTotal return+9.8%

+9.7%3 years · per year$10,000 became $13,207 · $18,222+22.1%

+0.7%5 years · per year$10,000 became $10,353 · $17,164+11.4%

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

8.81%Trailing 12-mo yield$881 · $106 a year on $10k1.06%

−15.1%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

KBWY vs SPYM: Top 5 Holdings

Today

KBWY

25.4%in top 5

SPYM

in top 527.7%

KBWYStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%IIPRnot top 5

not top 5MSFT6.2%

4.9%MRPnot top 5

4.8%CHCTnot top 5

4.4%AHRTnot top 5

4.2%GOODnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

KBWY vs SPYM Returns, Every Period

InvescoKBWY

+0.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

KBWYSPYMFaded: behind in that period

2–2Level

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

Income vs Core: KBWY vs SPYM

YTD

InvescoKBWY

+16.4%

SPYMSPDR

+8.4%

+16.4%Year to date+8.4%

−15.1%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.6%

8.8%Yield1.1%

$295MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: KBWY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

KBWY0.35%$35

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

Yields: KBWY, SPYM, SPY

8.81%highest, KBWY

FundTrailing yieldYield$10k

KBWY8.81%$881

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$846most kept, KBWY

KBWY$881 − $35 = $846

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: KBWY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

KBWYSPYMSPY

KBWY—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+22.0%KBWY, at 17.3% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

KBWYWorst drop−15.1%17.3% vol

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

Paid More vs Made More

YTD

KBWYSPYM

+16.4%Year to date+8.4%

8.8%Yield1.1%

+22.0%Past year+9.8%

0.35%Fee0.02%

3–1KBWY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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