Compare · 3 funds side by side · dividends reinvested

PGRO, SPYM and SPY

PGROFranklin Templeton×SPYMSPDR×SPYSPDR×

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

02 / 04

PGRO, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.1

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%$819B1.9

Putnam Focused Large Cap Growth ETFUS Stock Styles · Growth0.50%0.02%−2.5%−4.3%+19.8%+8.6%−14.6%19.5%$205M3.0

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: PGRO 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Putnam Focused Large Cap Growth ETF · $205M$15,101

PGRO

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

PGROMeasureSPYM

−2.5%Year to dateJan 1 → Nov 6+8.8%

−4.3%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,195 · $18,082+21.8%

+8.6%5 years · per year$10,000 became $15,101 · $17,192+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.02%Trailing 12-mo yield$2 · $105 a year on $10k1.05%

−14.6%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

PGRO vs SPYM: Top 5 Holdings

Today

PGRO

40.8%in top 5

SPYM

in top 527.8%

PGROStockSPYM

12.7%NVDA6.9%

9.2%GOOGL2.6%

7.5%AAPL7.9%

6.4%MSFT6.3%

5.1%LLYnot top 5

not top 5AMZN4.0%

Held in common43.8%

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

PGRO vs SPYM Returns, Every Period

Franklin TempletonPGRO

+8.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PGROSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: PGRO vs SPYM

YTD

Franklin TempletonPGRO

−2.5%

SPYMSPDR

+8.8%

−2.5%Year to date+8.8%

−14.6%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.6%

0.0%Yield1.1%

$205MAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: PGRO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PGRO0.50%$50

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

Yields: PGRO, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

PGRO0.02%$2

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

PGRO$2 − $50 = −$48

KeptFee

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

Overlap: PGRO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PGROSPYMSPY

PGRO—43.8%43.8%

SPYM43.8%—99.9%

SPY43.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

PGROWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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