Compare · 3 funds side by side · dividends reinvested

PSEP, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

PSEP, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

Innovator U.S. Equity Power Buffer ETFDefined Outcome · Buffer0.79%0.00%+6.5%+8.4%+12.6%+9.2%−4.1%6.3%$1.2B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PSEP 2019 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Power Buffer ETF · $1.2B$15,529

PSEP

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 95.9% in common

PSEPMeasureSPY

+6.5%Year to dateJan 1 → Nov 9+11.2%

+8.4%1 yearTotal return+13.5%

+12.6%3 years · per year$10,000 became $14,263 · $18,118+21.9%

+9.2%5 years · per year$10,000 became $15,528 · $17,493+11.8%

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

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−4.1%Worst dropSmaller is better−8.9%

6.3%VolatilityLower is calmer13.7%

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

2–6SPY wins

End-of-day Nov 9, 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

26.8%in top 5

SPY

in top 527.8%

PSEPStockSPY

7.6%AAPL7.9%

6.8%NVDA7.1%

6.0%MSFT6.2%

3.9%AMZN4.0%

2.5%GOOGL2.6%

Held in common95.9%

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

PSEP vs SPY Returns, Every Period

InnovatorPSEP

+9.2%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

PSEPSPYFaded: behind in that period

0–4SPY wins

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

Defined Outcome vs Core: PSEP vs VOO

YTD

InnovatorPSEP

+6.5%

VOOVanguard

+11.3%

+6.5%Year to date+11.3%

−4.1%Worst drop · 1Y−8.9%

6.3%Volatility · 1Y13.7%

0.0%Yield1.1%

$1.2BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: PSEP, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

PSEP0.79%$79

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

Yields: PSEP, SPY, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPY1.01%$101

PSEP0.00%$0

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

PSEP$0 − $79 = −$79

KeptFee

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

Overlap: PSEP, SPY, VOO

Today

95.9%most shared, PSEP and SPY

PSEPSPYVOO

PSEP—95.9%91.1%

SPY95.9%—92.7%

VOO91.1%92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

PSEPWorst drop−4.1%6.3% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

VOOSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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