Compare · 3 funds side by side · dividends reinvested

PSEP, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

PSEP, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

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%$805B2.1

Innovator U.S. Equity Power Buffer ETFDefined Outcome · Buffer0.79%0.00%+5.0%+6.5%+12.7%+8.9%−4.1%6.2%$1.2B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSEP 2019 · SPYM 2005 · 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

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

PSEPMeasureSPYM

+5.0%Year to dateJan 1 → Nov 5+8.4%

+6.5%1 yearTotal return+9.8%

+12.7%3 years · per year$10,000 became $14,309 · $18,222+22.1%

+8.9%5 years · per year$10,000 became $15,297 · $17,164+11.4%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−4.1%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer13.6%

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

2–6SPYM 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 SPYM: Top 5 Holdings

Today

PSEP

27.2%in top 5

SPYM

in top 527.7%

PSEPStockSPYM

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 SPYM Returns, Every Period

InnovatorPSEP

+8.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PSEPSPYMFaded: behind in that period

0–4SPYM wins

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

Defined Outcome vs Core: PSEP vs SPYM

YTD

InnovatorPSEP

+5.0%

SPYMSPDR

+8.4%

+5.0%Year to date+8.4%

−4.1%Worst drop · 1Y−8.9%

6.2%Volatility · 1Y13.6%

0.0%Yield1.1%

$1.2BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: PSEP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PSEP0.79%$79

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

Yields: PSEP, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

PSEP0.00%$0

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

PSEP$0 − $79 = −$79

KeptFee

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

Overlap: PSEP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PSEPSPYMSPY

PSEP—97.6%97.6%

SPYM97.6%—99.9%

SPY97.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

PSEPWorst drop−4.1%6.2% vol

SPYMWorst drop−8.9%13.6% 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

SPYMSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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