Compare · 3 funds side by side · dividends reinvested

PBD, 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

PBD, 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%$182B1.3

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%$819B2.0

Invesco Global Clean Energy ETFThematic · Clean energy & EV0.75%1.72%−6.2%−6.9%+6.3%−11.7%−32.9%26.5%$102M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PBD 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Clean Energy ETF · $102M$5,370

PBD

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PBDMeasureSPYM

−6.2%Year to dateJan 1 → Nov 5+8.4%

−6.9%1 yearTotal return+9.8%

+6.3%3 years · per year$10,000 became $11,998 · $18,222+22.1%

−11.7%5 years · per year$10,000 became $5,370 · $17,164+11.4%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

1.72%Trailing 12-mo yield$172 · $106 a year on $10k1.06%

−32.9%Worst dropSmaller is better−8.9%

26.5%VolatilityLower is calmer13.6%

PBDSPYM 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

PBD vs SPYM: Top 5 Holdings

Today

PBD

6.5%in top 5

SPYM

in top 527.7%

PBDStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.4%SESnot top 5

1.4%020150.Knot top 5

1.3%LAND.SWnot top 5

1.3%VER.VInot top 5

1.2%NIBE-B.Snot top 5

Held in common0.2%

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

PBD vs SPYM Returns, Every Period

InvescoPBD

−11.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PBDSPYMFaded: behind in that period

0–4SPYM wins

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

Thematic vs Core: PBD vs SPYM

YTD

InvescoPBD

−6.2%

SPYMSPDR

+8.4%

−6.2%Year to date+8.4%

−32.9%Worst drop · 1Y−8.9%

26.5%Volatility · 1Y13.6%

1.7%Yield1.1%

$102MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: PBD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PBD0.75%$75

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

Yields: PBD, SPYM, SPY

1.72%highest, PBD

FundTrailing yieldYield$10k

PBD1.72%$172

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PBD$172 − $75 = $97

SPY$103 − $9 = $94

KeptFee

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

Overlap: PBD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PBDSPYMSPY

PBD—0.2%0.2%

SPYM0.2%—99.9%

SPY0.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

PBDWorst drop−32.9%26.5% vol

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

Paid More vs Made More

YTD

PBDSPYM

−6.2%Year to date+8.4%

1.7%Yield1.1%

−6.9%Past year+9.8%

0.75%Fee0.02%

3–1SPYM 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