Compare · 3 funds side by side · dividends reinvested

PDBC, SPY and GLD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,353GLD · best of the three

02 / 04

PDBC, SPY and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.6

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.71%+41.7%+43.6%+13.1%+10.9%−16.6%21.2%$7.6B2.0

SPDR Gold SharesCommodities · Gold0.40%0.00%−6.0%+1.6%+26.6%+17.5%−28.3%29.0%$136B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PDBC 2014 · SPY 1993 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.6B$16,744

PDBC

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested

PDBCMeasureSPY

+41.7%Year to dateJan 1 → Nov 6+8.7%

+43.6%1 yearTotal return+9.7%

+13.1%3 years · per year$10,000 became $14,450 · $18,039+21.7%

+10.9%5 years · per year$10,000 became $16,744 · $17,118+11.3%

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

2.71%Trailing 12-mo yield$271 · $103 a year on $10k1.03%

−16.6%Worst dropSmaller is better−8.9%

21.2%VolatilityLower is calmer13.6%

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

3–5SPY wins

End-of-day Nov 6, 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 527.8%

PDBCStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PDBC vs SPY Returns, Every Period

InvescoPDBC

+10.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PDBCSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Commodities vs Core: PDBC vs SPY

YTD

InvescoPDBC

+41.7%

SPYSPDR

+8.7%

+41.7%Year to date+8.7%

−16.6%Worst drop · 1Y−8.9%

21.2%Volatility · 1Y13.6%

2.7%Yield1.0%

$7.6BAssets$778B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PDBC, SPY, GLD

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

GLD0.40%$40

PDBC0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PDBC, SPY, GLD

2.71%highest, PDBC

FundTrailing yieldYield$10k

PDBC2.71%$271

SPY1.03%$103

GLD0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$197most kept, PDBC

PDBC$271 − $74 = $197

SPY$103 − $9 = $94

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PDBC, SPY, GLD

Today

[…]holdings […]

PDBCSPYGLD

PDBC—[…][…]

SPY[…]—[…]

GLD[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.6%PDBC, at 21.2% volatility

SPYWorst drop−8.9%13.6% vol

PDBCWorst drop−16.6%21.2% vol

GLDWorst drop−28.3%29.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PDBCSPY

+41.7%Year to date+8.7%

2.7%Yield1.0%

+43.6%Past year+9.7%

0.74%Fee0.09%

3–1PDBC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.8BAssets$136B

2–0GLDM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026