Compare · 2 funds side by side · dividends reinvested

PJP and SPY

PJPInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

PJP 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

Invesco Pharmaceuticals ETFSectors · Health care0.58%0.89%+22.2%+32.4%+23.4%+11.0%−9.4%18.1%$598M1.6

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: PJP 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Pharmaceuticals ETF · $598M$16,864

PJP

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

PJPMeasureSPY

+22.2%Year to dateJan 1 → Nov 6+8.7%

+32.4%1 yearTotal return+9.7%

+23.4%3 years · per year$10,000 became $18,796 · $18,039+21.7%

+11.0%5 years · per year$10,000 became $16,864 · $17,118+11.3%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

0.89%Trailing 12-mo yield$89 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

18.1%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

PJP vs SPY: Top 5 Holdings

Today

PJP

29.6%in top 5

SPY

in top 527.8%

PJPStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.2%GILDnot top 5

6.1%LLYnot top 5

5.9%ABBVnot top 5

5.7%PFEnot top 5

5.7%AMGNnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common5.9%

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

PJP vs SPY Returns, Every Period

InvescoPJP

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PJPSPYFaded: behind in that period

3–1PJP wins

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

Sector vs Core: PJP vs SPY

YTD

InvescoPJP

+22.2%

SPYSPDR

+8.7%

+22.2%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

18.1%Volatility · 1Y13.6%

0.9%Yield1.0%

$598MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: PJP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PJP0.58%$58

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

Yields: PJP, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

PJP0.89%$89

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PJP$89 − $58 = $31

KeptFee

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

Overlap: PJP, SPY

Today

5.9%most shared, PJP and SPY

PJPSPY

PJP—5.9%

SPY5.9%—

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

Return vs Bumpiness: 2 ETFs

+32.4%PJP, at 18.1% volatility

SPYWorst drop−8.9%13.6% vol

PJPWorst drop−9.4%18.1% vol

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

Paid More vs Made More

YTD

SPYPJP

+8.7%Year to date+22.2%

1.0%Yield0.9%

+9.7%Past year+32.4%

0.09%Fee0.58%

2–2level

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