Compare · 2 funds side by side · dividends reinvested

PFM and SPYM

PFMInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

PFM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Dividend Achievers ETFIncome · Dividend stocks0.52%1.31%+12.6%+14.8%+18.5%+10.3%−7.1%10.1%$830M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFM 2005 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dividend Achievers ETF · $830M$16,356

PFM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 46.1% in common

PFMMeasureSPYM

+12.6%Year to dateJan 1 → Nov 6+8.8%

+14.8%1 yearTotal return+9.8%

+18.5%3 years · per year$10,000 became $16,650 · $18,082+21.8%

+10.3%5 years · per year$10,000 became $16,356 · $17,192+11.4%

0.52%Expense ratio$52 · $2 a year on $10k · lower is better0.02%

1.31%Trailing 12-mo yield$131 · $105 a year on $10k1.05%

−7.1%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer13.6%

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

5–3PFM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFM vs SPYM: Top 5 Holdings

Today

PFM

19.7%in top 5

SPYM

in top 527.8%

PFMStockSPYM

4.3%AAPL7.9%

not top 5NVDA6.9%

4.2%MSFT6.3%

4.5%LLYnot top 5

not top 5AMZN4.0%

3.6%WMTnot top 5

3.2%JPMnot top 5

not top 5GOOGL2.6%

Held in common46.1%

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

PFM vs SPYM Returns, Every Period

InvescoPFM

+10.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PFMSPYMFaded: behind in that period

2–2Level

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

Income vs Core: PFM vs SPYM

YTD

InvescoPFM

+12.6%

SPYMSPDR

+8.8%

+12.6%Year to date+8.8%

−7.1%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y13.6%

1.3%Yield1.1%

$830MAssets$182B

4–0PFM wins

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

Cost, Income and Risk

Fees: PFM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PFM0.52%$52

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

Yields: PFM, SPYM

1.31%highest, PFM

FundTrailing yieldYield$10k

PFM1.31%$131

SPYM1.05%$105

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

PFM$131 − $52 = $79

KeptFee

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

Overlap: PFM, SPYM

Today

46.1%most shared, PFM and SPYM

PFMSPYM

PFM—46.1%

SPYM46.1%—

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

Return vs Bumpiness: 2 ETFs

+14.8%PFM, at 10.1% volatility

PFMWorst drop−7.1%10.1% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

PFMSPYM

+12.6%Year to date+8.8%

1.3%Yield1.1%

+14.8%Past year+9.8%

0.52%Fee0.02%

3–1PFM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026