Compare · 3 funds side by side · dividends reinvested

PBMR, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

PBMR, 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

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%$792B2.1

PGIM S&P 500 Buffer 20 ETF - MarchDefined Outcome · Buffer0.50%0.00%+8.1%+9.6%[…][…]−3.3%4.8%$39M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: PBMR 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

PBMR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested

PBMRMeasure

More Ways to See the Pairs

PBMR vs SPYM: Top 5 Holdings

Today

PBMR

[…]in top 5

SPYM

in top 526.9%

PBMRStockSPYM

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, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PBMR0.50%$50

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

Yields: PBMR, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM

+8.1%Year to dateJan 1 → Nov 11+12.4%

+9.6%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $102 a year on $10k1.02%

−3.3%Worst dropSmaller is better−8.9%

4.8%VolatilityLower is calmer13.7%

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

2–4SPYM 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 SPYM Returns, Every Period

1Y

PGIMPBMR

+9.6%

past year

SPYMSPDR

+12.8%

past year

PBMRSPYMFaded: behind in that period

0–2SPYM wins

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

Defined Outcome vs Core: PBMR vs SPYM

YTD

PGIMPBMR

+8.1%

SPYMSPDR

+12.4%

+8.1%Year to date+12.4%

−3.3%Worst drop · 1Y−8.9%

4.8%Volatility · 1Y13.7%

0.0%Yield1.0%

$38.7MAssets$183B

2–2level

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

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

SPY1.00%$100

PBMR0.00%$0

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

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

PBMR$0 − $50 = −$50

KeptFee

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

Overlap: PBMR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PBMRSPYMSPY

PBMR—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

PBMRWorst drop−3.3%4.8% vol

SPYMWorst drop−8.9%13.7% 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

SPYMSPY

+12.4%Year to date+12.3%

1.0%Yield1.0%

+12.8%Past year+12.7%

0.02%Fee0.09%

3–0SPYM 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, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three