Compare · 2 funds side by side · dividends reinvested

PBTP and SPY

PBTPInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

PBTP and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco 0-5 Yr US TIPS ETFBonds & Cash · Treasuries0.07%4.01%+2.0%+2.2%+4.9%+2.8%−1.3%1.7%$247M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: PBTP 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco 0-5 Yr US TIPS ETF · $247M$11,504

PBTP

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

PBTPMeasureSPY

+2.0%Year to dateJan 1 → Nov 4+13.3%

+2.2%1 yearTotal return+13.4%

+4.9%3 years · per year$10,000 became $11,551 · $19,132+24.1%

+2.8%5 years · per year$10,000 became $11,504 · $18,060+12.6%

0.07%Expense ratio$7 · $9 a year on $10k · lower is better0.09%

4.01%Trailing 12-mo yield$401 · $99 a year on $10k0.99%

−1.3%Worst dropSmaller is better−8.9%

1.7%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBTP vs SPY: Top 5 Holdings

Today

PBTP

0.0%in top 5

SPY

in top 527.3%

PBTPStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.0%AGPXXnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PBTP vs SPY Returns, Every Period

InvescoPBTP

+2.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PBTPSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: PBTP vs SPY

YTD

InvescoPBTP

+2.0%

SPYSPDR

+13.3%

+2.0%Year to date+13.3%

−1.3%Worst drop · 1Y−8.9%

1.7%Volatility · 1Y12.9%

4.0%Yield1.0%

$247MAssets$805B

3–1PBTP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBTP, SPY

Today

0.07%lowest, PBTP

FundExpense ratioFee$10k

PBTP0.07%$7

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PBTP, SPY

4.01%highest, PBTP

FundTrailing yieldYield$10k

PBTP4.01%$401

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$394most kept, PBTP

PBTP$401 − $7 = $394

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PBTP, SPY

Today

0.0%most shared, PBTP and SPY

PBTPSPY

PBTP—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

PBTPWorst drop−1.3%1.7% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PBTPSPY

+2.0%Year to date+13.3%

4.0%Yield1.0%

+2.2%Past year+13.4%

0.07%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026