Compare · 2 funds side by side · dividends reinvested

PBUS and SPYM

PBUSInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

PBUS and SPYM, 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%$182B1.1

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.0%+9.2%+22.2%+10.9%−9.0%13.8%$10.5B1.9

Rank among the two1st → 2ndFee, 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: PBUS 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.5B$16,780

PBUS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 96.5% in common

PBUSMeasureSPYM

+8.0%Year to dateJan 1 → Nov 5+8.4%

+9.2%1 yearTotal return+9.8%

+22.2%3 years · per year$10,000 became $18,237 · $18,222+22.1%

+10.9%5 years · per year$10,000 became $16,780 · $17,164+11.4%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

1.05%Trailing 12-mo yield$105 · $106 a year on $10k1.06%

−9.0%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.6%

PBUSSPYM 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

PBUS vs SPYM: Top 5 Holdings

Today

PBUS

27.1%in top 5

SPYM

in top 527.7%

PBUSStockSPYM

7.8%AAPL7.7%

7.0%NVDA7.3%

5.9%MSFT6.2%

3.9%AMZN3.9%

2.6%GOOGL2.6%

Held in common96.5%

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

PBUS vs SPYM Returns, Every Period

InvescoPBUS

+10.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PBUSSPYMFaded: behind in that period

1–3SPYM wins

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

Stocks vs Core: PBUS vs SPYM

YTD

InvescoPBUS

+8.0%

SPYMSPDR

+8.4%

+8.0%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$10.5BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: PBUS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PBUS0.04%$4

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

Yields: PBUS, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

PBUS1.05%$105

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PBUS$105 − $4 = $101

KeptFee

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

Overlap: PBUS, SPYM

Today

96.5%most shared, PBUS and SPYM

PBUSSPYM

PBUS—96.5%

SPYM96.5%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

PBUSWorst drop−9.0%13.8% vol

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

Paid More vs Made More

YTD

SPYMPBUS

+8.4%Year to date+8.0%

1.1%Yield1.0%

+9.8%Past year+9.2%

0.02%Fee0.04%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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