Compare · 2 funds side by side · dividends reinvested

PBMR and SPY

PBMRPGIM×SPYSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

PBMR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$792B1.3

PGIM S&P 500 Buffer 20 ETF - MarchDefined Outcome · Buffer0.50%0.00%+8.1%+9.6%[…][…]−3.3%4.8%$39M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PBMR 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PGIM S&P 500 Buffer 20 ETF - March · $39M[…]

PBMR

SPY

State Street SPDR S&P 500 ETF · $792B$17,481

$10,000 five years ago, dividends reinvested

PBMRMeasureSPY

+8.1%Year to date

More Ways to See the Pairs

PBMR vs SPY: Top 5 Holdings

Today

PBMR

[…]in top 5

SPY

in top 526.9%

PBMRStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: PBMR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PBMR0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PBMR, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Jan 1 → Nov 11

+12.3%

+9.6%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $100 a year on $10k1.00%

−3.3%Worst dropSmaller is better−8.9%

4.8%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

PBMR vs SPY Returns, Every Period

1Y

PGIMPBMR

+9.6%

past year

SPYSPDR

+12.7%

past year

PBMRSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: PBMR vs SPY

YTD

PGIMPBMR

+8.1%

SPYSPDR

+12.3%

+8.1%Year to date+12.3%

−3.3%Worst drop · 1Y−8.9%

4.8%Volatility · 1Y13.7%

0.0%Yield1.0%

$38.7MAssets$792B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

SPY1.00%$100

PBMR0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

PBMR$0 − $50 = −$50

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PBMR, SPY

Today

[…]holdings […]

PBMRSPY

PBMR—[…]

SPY[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.7%SPY, at 13.7% volatility

PBMRWorst drop−3.3%4.8% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYPBMR

+12.3%Year to date+8.1%

1.0%Yield0.0%

+12.7%Past year+9.6%

0.09%Fee0.50%

4–0SPY wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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PBMR and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two