Compare · 3 funds side by side · dividends reinvested

PBP, 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

PBP, 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%$182B1.6

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.72%+7.6%+12.2%+13.8%+7.0%−5.2%8.3%$389M2.0

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%$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 5, 2026 · returns include dividends · since: PBP 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $389M$14,047

PBP

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 99.6% in common

PBPMeasureSPYM

+7.6%Year to dateJan 1 → Nov 5+8.4%

+12.2%1 yearTotal return+9.8%

+13.8%3 years · per year$10,000 became $14,719 · $18,222+22.1%

+7.0%5 years · per year$10,000 became $14,047 · $17,164+11.4%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

11.72%Trailing 12-mo yield$1,172 · $106 a year on $10k1.06%

−5.2%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

PBP vs SPYM: Top 5 Holdings

Today

PBP

28.0%in top 5

SPYM

in top 527.7%

PBPStockSPYM

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

2.6%GOOGL2.6%

Held in common99.6%

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

PBP vs SPYM Returns, Every Period

InvescoPBP

+7.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PBPSPYMFaded: behind in that period

1–3SPYM wins

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

Income vs Core: PBP vs SPYM

YTD

InvescoPBP

+7.6%

SPYMSPDR

+8.4%

+7.6%Year to date+8.4%

−5.2%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.6%

11.7%Yield1.1%

$389MAssets$182B

3–1PBP wins

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

Cost, Income and Risk

Fees: PBP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PBP0.29%$29

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

Yields: PBP, SPYM, SPY

11.72%highest, PBP

FundTrailing yieldYield$10k

PBP11.72%$1,172

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: PBP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PBPSPYMSPY

PBP—99.6%99.5%

SPYM99.6%—99.9%

SPY99.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+12.2%PBP, at 8.3% volatility

PBPWorst drop−5.2%8.3% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PBPSPYM

+7.6%Year to date+8.4%

11.7%Yield1.1%

+12.2%Past year+9.8%

0.29%Fee0.02%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026