Compare · 2 funds side by side · dividends reinvested

PSEP and SPY

PSEPInnovator×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

PSEP 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.3

Innovator U.S. Equity Power Buffer ETFDefined Outcome · Buffer0.79%0.00%+5.0%+6.5%+12.7%+8.9%−4.1%6.2%$1.2B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSEP 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Power Buffer ETF · $1.2B$15,297

PSEP

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 97.6% in common

PSEPMeasureSPY

+5.0%Year to dateJan 1 → Nov 5+8.3%

+6.5%1 yearTotal return+9.7%

+12.7%3 years · per year$10,000 became $14,309 · $18,174+22.0%

+8.9%5 years · per year$10,000 became $15,297 · $17,099+11.3%

0.79%Expense ratio$79 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−4.1%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

PSEP vs SPY: Top 5 Holdings

Today

PSEP

27.2%in top 5

SPY

in top 527.7%

PSEPStockSPY

7.6%AAPL7.7%

7.2%NVDA7.3%

6.1%MSFT6.2%

3.9%AMZN3.9%

2.5%GOOGL2.6%

Held in common97.6%

End-of-day Nov 5, 2026 · share of each fund

PSEP vs SPY Returns, Every Period

InnovatorPSEP

+8.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PSEPSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: PSEP vs SPY

YTD

InnovatorPSEP

+5.0%

SPYSPDR

+8.3%

+5.0%Year to date+8.3%

−4.1%Worst drop · 1Y−8.9%

6.2%Volatility · 1Y13.6%

0.0%Yield1.0%

$1.2BAssets$805B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSEP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PSEP0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSEP, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

PSEP0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PSEP$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSEP, SPY

Today

97.6%most shared, PSEP and SPY

PSEPSPY

PSEP—97.6%

SPY97.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

PSEPWorst drop−4.1%6.2% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYPSEP

+8.3%Year to date+5.0%

1.0%Yield0.0%

+9.7%Past year+6.5%

0.09%Fee0.79%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026