Compare · 3 funds side by side · dividends reinvested

PBUS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PBUS, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

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%$805B2.3

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.00%+13.1%+12.9%+24.3%+12.1%−9.0%13.1%$10.5B2.5

Rank among the three1st → 3rdFee, 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: PBUS 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.5B$17,719

PBUS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 96.4% in common

PBUSMeasureSPYM

+13.1%Year to dateJan 1 → Nov 4+13.4%

+12.9%1 yearTotal return+13.5%

+24.3%3 years · per year$10,000 became $19,195 · $19,186+24.3%

+12.1%5 years · per year$10,000 became $17,719 · $18,126+12.6%

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

1.00%Trailing 12-mo yield$100 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.8%

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

0–7SPYM wins

End-of-day Nov 4, 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

26.7%in top 5

SPYM

in top 527.3%

PBUSStockSPYM

7.3%NVDA7.7%

7.5%AAPL7.4%

5.6%MSFT5.9%

3.7%AMZN3.8%

2.5%GOOGL2.5%

Held in common96.4%

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

PBUS vs SPYM Returns, Every Period

InvescoPBUS

+12.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PBUSSPYMFaded: behind in that period

0–3SPYM wins

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

Stocks vs Core: PBUS vs SPYM

YTD

InvescoPBUS

+13.1%

SPYMSPDR

+13.4%

+13.1%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.8%

1.0%Yield1.0%

$10.5BAssets$182B

3–0SPYM wins

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

Cost, Income and Risk

Fees: PBUS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PBUS0.04%$4

SPY0.09%$9

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

Yields: PBUS, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

PBUS1.00%$100

SPY0.99%$99

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

PBUS$100 − $4 = $96

SPY$99 − $9 = $90

KeptFee

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

Overlap: PBUS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PBUSSPYMSPY

PBUS—96.4%96.4%

SPYM96.4%—99.8%

SPY96.4%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

PBUSWorst drop−9.0%13.1% vol

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

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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