Compare · 2 funds side by side · dividends reinvested

PFIG and SPY

PFIGInvesco×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

PFIG 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 Fundamental Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.22%4.47%−0.0%+1.0%+5.9%+1.3%−3.2%3.3%$128M1.6

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: PFIG 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Fundamental Investment Grade Corporate Bond ETF · $128M$10,680

PFIG

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PFIGMeasureSPY

−0.0%Year to dateJan 1 → Nov 4+13.3%

+1.0%1 yearTotal return+13.4%

+5.9%3 years · per year$10,000 became $11,883 · $19,132+24.1%

+1.3%5 years · per year$10,000 became $10,680 · $18,060+12.6%

0.22%Expense ratio$22 · $9 a year on $10k · lower is better0.09%

4.47%Trailing 12-mo yield$447 · $99 a year on $10k0.99%

−3.2%Worst dropSmaller is better−8.9%

3.3%VolatilityLower is calmer12.9%

PFIGSPY 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

PFIG vs SPY: Top 5 Holdings

Today

PFIG

0.1%in top 5

SPY

in top 527.3%

PFIGStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.1%AGPXXnot top 5

Held in common0.0%

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

PFIG vs SPY Returns, Every Period

InvescoPFIG

+1.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

PFIGSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: PFIG vs SPY

YTD

InvescoPFIG

−0.0%

SPYSPDR

+13.3%

−0.0%Year to date+13.3%

−3.2%Worst drop · 1Y−8.9%

3.3%Volatility · 1Y12.9%

4.5%Yield1.0%

$128MAssets$805B

3–1PFIG wins

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

Cost, Income and Risk

Fees: PFIG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PFIG0.22%$22

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

Yields: PFIG, SPY

4.47%highest, PFIG

FundTrailing yieldYield$10k

PFIG4.47%$447

SPY0.99%$99

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

Income After Fees on $10,000

$425most kept, PFIG

PFIG$447 − $22 = $425

SPY$99 − $9 = $90

KeptFee

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

Overlap: PFIG, SPY

Today

0.0%most shared, PFIG and SPY

PFIGSPY

PFIG—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

PFIGWorst drop−3.2%3.3% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PFIGSPY

−0.0%Year to date+13.3%

4.5%Yield1.0%

+1.0%Past year+13.4%

0.22%Fee0.09%

3–1SPY 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