Compare PHO and SPYM | ETF Tracker

PHO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.0

Invesco Water Resources ETFUnsorted0.59%0.48%+10.4%+8.6%+14.7%+6.5%−13.8%16.6%$2.1B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: PHO 2005 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Water Resources ETF · $2.1B$13,704

PHO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

PHOMeasureSPYM

+10.4%Year to dateJan 1 → Nov 9+11.3%

+8.6%1 yearTotal return+13.6%

+14.7%3 years · per year$10,000 became $15,100 · $18,161+22.0%

+6.5%5 years · per year$10,000 became $13,704 · $17,553+11.9%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

0.48%Trailing 12-mo yield$48 · $103 a year on $10k1.03%

−13.8%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.7%

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

0–8SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PHO vs SPYM: Top 5 Holdings

Today

PHO

38.6%in top 5

SPYM

in top 527.8%

PHOStockSPYM

8.1%ECLnot top 5

8.1%IDXXnot top 5

7.9%FERGnot top 5

not top 5AAPL7.9%

7.5%ROPnot top 5

not top 5NVDA7.1%

7.1%WATnot top 5

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.7%

End-of-day Nov 9, 2026 · share of each fund

PHO vs SPYM Returns, Every Period

5Y

InvescoPHO

+6.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PHOSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: PHO vs SPYM

YTD

InvescoPHO

+10.4%

SPYMSPDR

+11.3%

+10.4%Year to date+11.3%

−13.8%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.7%

0.5%Yield1.0%

$2.1BAssets$179B

4–0SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PHO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PHO0.59%$59

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PHO, SPYM

1Y

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

PHO0.48%$48

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

PHO$48 − $59 = −$11

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PHO, SPYM

Today

0.7%most shared, PHO and SPYM

PHOSPYM

PHO—0.7%

SPYM0.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

PHOWorst drop−13.8%16.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMPHO

+11.3%Year to date+10.4%

1.0%Yield0.5%

+13.6%Past year+8.6%

0.02%Fee0.59%

4–0SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026