Compare · 2 funds side by side · dividends reinvested

PRF and SPYM

PRFInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,909PRF · best of the two

02 / 04

PRF and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.30%+22.9%+26.8%+25.0%+13.6%−6.6%10.5%$10.1B1.1

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: PRF 2005 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.1B$18,909

PRF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 64.1% in common

PRFMeasureSPYM

+22.9%Year to dateJan 1 → Nov 4+13.4%

+26.8%1 yearTotal return+13.5%

+25.0%3 years · per year$10,000 became $19,531 · $19,186+24.3%

+13.6%5 years · per year$10,000 became $18,909 · $18,126+12.6%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

1.30%Trailing 12-mo yield$130 · $101 a year on $10k1.01%

−6.6%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer12.8%

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

7–1PRF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRF vs SPYM: Top 5 Holdings

Today

PRF

14.7%in top 5

SPYM

in top 527.3%

PRFStockSPYM

not top 5NVDA7.7%

4.6%AAPL7.4%

3.2%MSFT5.9%

2.3%AMZN3.8%

2.7%GOOGL2.5%

2.0%XOMnot top 5

Held in common64.1%

End-of-day Nov 4, 2026 · share of each fund

PRF vs SPYM Returns, Every Period

InvescoPRF

+13.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PRFSPYMFaded: behind in that period

4–0PRF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PRF vs SPYM

YTD

InvescoPRF

+22.9%

SPYMSPDR

+13.4%

+22.9%Year to date+13.4%

−6.6%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y12.8%

1.3%Yield1.0%

$10.1BAssets$182B

4–0PRF wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PRF0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PRF, SPYM

1.30%highest, PRF

FundTrailing yieldYield$10k

PRF1.30%$130

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

PRF$130 − $34 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PRF, SPYM

Today

64.1%most shared, PRF and SPYM

PRFSPYM

PRF—64.1%

SPYM64.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.8%PRF, at 10.5% volatility

PRFWorst drop−6.6%10.5% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

PRFSPYM

+22.9%Year to date+13.4%

1.3%Yield1.0%

+26.8%Past year+13.5%

0.34%Fee0.02%

3–1PRF wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026