Compare PEZ and SPY | ETF Tracker

PEZ 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%$798B1.0

Invesco Dorsey Wright Consumer Cyclicals Momentum ETFSectors · Consumer0.97%0.37%+0.5%+6.7%+20.7%+2.8%−15.8%20.1%$22M2.0

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: PEZ 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF · $22M$11,493

PEZ

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

PEZMeasureSPY

+0.5%Year to dateJan 1 → Nov 4+13.3%

+6.7%1 yearTotal return+13.4%

+20.7%3 years · per year$10,000 became $17,563 · $19,132+24.1%

+2.8%5 years · per year$10,000 became $11,493 · $18,060+12.6%

0.97%Expense ratio$97 · $9 a year on $10k · lower is better0.09%

0.37%Trailing 12-mo yield$37 · $99 a year on $10k0.99%

−15.8%Worst dropSmaller is better−8.9%

20.1%VolatilityLower is calmer12.9%

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

0–8SPY wins

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

More Ways to See the Pairs

PEZ vs SPY: Top 5 Holdings

Today

PEZ

23.0%in top 5

SPY

in top 527.3%

PEZStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.5%CAHnot top 5

4.5%MARnot top 5

4.4%HLTnot top 5

4.3%CAKEnot top 5

4.3%FIVEnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.0%

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

PEZ vs SPY Returns, Every Period

5Y

InvescoPEZ

+2.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PEZSPYFaded: behind in that period

0–4SPY wins

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

Sector vs Core: PEZ vs SPY

YTD

InvescoPEZ

+0.5%

SPYSPDR

+13.3%

+0.5%Year to date+13.3%

−15.8%Worst drop · 1Y−8.9%

20.1%Volatility · 1Y12.9%

0.4%Yield1.0%

$22.2MAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: PEZ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PEZ0.97%$97

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

Yields: PEZ, SPY

1Y

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

PEZ0.37%$37

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

Income After Fees on $10,000

1Y

$90most kept, SPY

SPY$99 − $9 = $90

PEZ$37 − $97 = −$60

KeptFee

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

Overlap: PEZ, SPY

Today

1.0%most shared, PEZ and SPY

PEZSPY

PEZ—1.0%

SPY1.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

PEZWorst drop−15.8%20.1% vol

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

Paid More vs Made More

YTD

SPYPEZ

+13.3%Year to date+0.5%

1.0%Yield0.4%

+13.4%Past year+6.7%

0.09%Fee0.97%

4–0SPY 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026