Compare · 3 funds side by side · dividends reinvested

PSCM, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

PSCM, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

Invesco S&P SmallCap Materials ETFSectors · Materials0.29%1.12%+11.1%+26.3%+17.3%+8.6%−15.7%22.9%$19M2.5

Rank among the three1st → 3rdFee, 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: PSCM 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Materials ETF · $19M$15,120

PSCM

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PSCMMeasureSPYM

+11.1%Year to dateJan 1 → Nov 4+13.4%

+26.3%1 yearTotal return+13.5%

+17.3%3 years · per year$10,000 became $16,141 · $19,186+24.3%

+8.6%5 years · per year$10,000 became $15,120 · $18,126+12.6%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

1.12%Trailing 12-mo yield$112 · $101 a year on $10k1.01%

−15.7%Worst dropSmaller is better−8.9%

22.9%VolatilityLower is calmer12.8%

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

2–6SPYM wins

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

More Ways to See the Pairs

PSCM vs SPYM: Top 5 Holdings

Today

PSCM

41.5%in top 5

SPYM

in top 527.3%

PSCMStockSPYM

11.0%ESInot top 5

10.2%EMNnot top 5

not top 5NVDA7.7%

7.7%BCPCnot top 5

not top 5AAPL7.4%

6.8%SXTnot top 5

not top 5MSFT5.9%

5.8%HCCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

PSCM vs SPYM Returns, Every Period

InvescoPSCM

+8.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

PSCMSPYMFaded: behind in that period

1–3SPYM wins

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

Sector vs Core: PSCM vs SPYM

YTD

InvescoPSCM

+11.1%

SPYMSPDR

+13.4%

+11.1%Year to date+13.4%

−15.7%Worst drop · 1Y−8.9%

22.9%Volatility · 1Y12.8%

1.1%Yield1.0%

$18.5MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: PSCM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PSCM0.29%$29

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

Yields: PSCM, SPYM, SPY

1.12%highest, PSCM

FundTrailing yieldYield$10k

PSCM1.12%$112

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

PSCM$112 − $29 = $83

KeptFee

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

Overlap: PSCM, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PSCMSPYMSPY

PSCM—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+26.3%PSCM, at 22.9% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

PSCMWorst drop−15.7%22.9% vol

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

Paid More vs Made More

YTD

PSCMSPYM

+11.1%Year to date+13.4%

1.1%Yield1.0%

+26.3%Past year+13.5%

0.29%Fee0.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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