Compare · 2 funds side by side · dividends reinvested

PHDG and SPYM

PHDGInvesco×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

PHDG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Downside Hedged ETFUS Stock Styles · Large cap0.44%1.42%+11.5%+10.5%+11.5%+4.1%−6.8%11.9%$61M1.4

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: PHDG 2012 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Downside Hedged ETF · $61M$12,203

PHDG

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 82.0% in common

PHDGMeasureSPYM

+11.5%Year to dateJan 1 → Nov 6+8.8%

+10.5%1 yearTotal return+9.8%

+11.5%3 years · per year$10,000 became $13,880 · $18,082+21.8%

+4.1%5 years · per year$10,000 became $12,203 · $17,192+11.4%

0.44%Expense ratio$44 · $2 a year on $10k · lower is better0.02%

1.42%Trailing 12-mo yield$142 · $105 a year on $10k1.05%

−6.8%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.6%

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

5–3PHDG wins

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

More Ways to See the Pairs

PHDG vs SPYM: Top 5 Holdings

Today

PHDG

22.9%in top 5

SPYM

in top 527.8%

PHDGStockSPYM

6.5%AAPL7.9%

5.7%NVDA6.9%

5.2%MSFT6.3%

3.3%AMZN4.0%

2.2%GOOGL2.6%

Held in common82.0%

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

PHDG vs SPYM Returns, Every Period

InvescoPHDG

+4.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PHDGSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: PHDG vs SPYM

YTD

InvescoPHDG

+11.5%

SPYMSPDR

+8.8%

+11.5%Year to date+8.8%

−6.8%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.6%

1.4%Yield1.1%

$61.5MAssets$182B

4–0PHDG wins

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

Cost, Income and Risk

Fees: PHDG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PHDG0.44%$44

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

Yields: PHDG, SPYM

1.42%highest, PHDG

FundTrailing yieldYield$10k

PHDG1.42%$142

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

PHDG$142 − $44 = $98

KeptFee

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

Overlap: PHDG, SPYM

Today

82.0%most shared, PHDG and SPYM

PHDGSPYM

PHDG—82.0%

SPYM82.0%—

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

Return vs Bumpiness: 2 ETFs

+10.5%PHDG, at 11.9% volatility

PHDGWorst drop−6.8%11.9% 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

PHDGSPYM

+11.5%Year to date+8.8%

1.4%Yield1.1%

+10.5%Past year+9.8%

0.44%Fee0.02%

3–1PHDG 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