Compare · 2 funds side by side · dividends reinvested

PDBC and SPY

PDBCInvesco×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

PDBC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.4

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.73%+40.6%+41.0%+12.6%+10.6%−16.6%21.2%$7.7B1.6

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: PDBC 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.7B$16,575

PDBC

SPY

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

$10,000 five years ago, dividends reinvested

PDBCMeasureSPY

+40.6%Year to dateJan 1 → Nov 4+13.3%

+41.0%1 yearTotal return+13.4%

+12.6%3 years · per year$10,000 became $14,287 · $19,132+24.1%

+10.6%5 years · per year$10,000 became $16,575 · $18,060+12.6%

0.74%Expense ratio$74 · $9 a year on $10k · lower is better0.09%

2.73%Trailing 12-mo yield$273 · $99 a year on $10k0.99%

−16.6%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

PDBC vs SPY: Top 5 Holdings

Today

PDBC

[…]in top 5

SPY

in top 527.3%

PDBCStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

PDBC vs SPY Returns, Every Period

InvescoPDBC

+10.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PDBCSPYFaded: behind in that period

2–2Level

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

Commodities vs Core: PDBC vs SPY

YTD

InvescoPDBC

+40.6%

SPYSPDR

+13.3%

+40.6%Year to date+13.3%

−16.6%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y12.9%

2.7%Yield1.0%

$7.7BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: PDBC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PDBC0.74%$74

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

Yields: PDBC, SPY

2.73%highest, PDBC

FundTrailing yieldYield$10k

PDBC2.73%$273

SPY0.99%$99

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

Income After Fees on $10,000

$199most kept, PDBC

PDBC$273 − $74 = $199

SPY$99 − $9 = $90

KeptFee

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

Overlap: PDBC, SPY

Today

[…]holdings […]

PDBCSPY

PDBC—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+41.0%PDBC, at 21.2% volatility

SPYWorst drop−8.9%12.9% vol

PDBCWorst drop−16.6%21.2% vol

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

Paid More vs Made More

YTD

PDBCSPY

+40.6%Year to date+13.3%

2.7%Yield1.0%

+41.0%Past year+13.4%

0.74%Fee0.09%

3–1PDBC wins

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