Compare · 2 funds side by side · dividends reinvested

PSI and SPY

PSIInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,865PSI · best of the two

02 / 04

PSI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Semiconductors ETFThematic · AI & semis0.55%0.03%+22.8%+28.8%+36.7%+16.9%−48.4%57.0%$2.1B1.5

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%$819B1.5

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: PSI 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Semiconductors ETF · $2.1B$21,865

PSI

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

PSIMeasureSPY

+22.8%Year to dateJan 1 → Nov 5+8.3%

+28.8%1 yearTotal return+9.7%

+36.7%3 years · per year$10,000 became $25,557 · $18,174+22.0%

+16.9%5 years · per year$10,000 became $21,865 · $17,099+11.3%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

0.03%Trailing 12-mo yield$3 · $103 a year on $10k1.03%

−48.4%Worst dropSmaller is better−8.9%

57.0%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

PSI vs SPY: Top 5 Holdings

Today

PSI

29.9%in top 5

SPY

in top 527.7%

PSIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

7.2%TXNnot top 5

6.5%ADInot top 5

not top 5MSFT6.2%

6.1%AMDnot top 5

5.1%MUnot top 5

4.9%KLACnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common5.0%

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

PSI vs SPY Returns, Every Period

InvescoPSI

+16.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PSISPYFaded: behind in that period

4–0PSI wins

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

Thematic vs Core: PSI vs SPY

YTD

InvescoPSI

+22.8%

SPYSPDR

+8.3%

+22.8%Year to date+8.3%

−48.4%Worst drop · 1Y−8.9%

57.0%Volatility · 1Y13.6%

0.0%Yield1.0%

$2.1BAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: PSI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PSI0.55%$55

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

Yields: PSI, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

PSI0.03%$3

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PSI$3 − $55 = −$53

KeptFee

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

Overlap: PSI, SPY

Today

5.0%most shared, PSI and SPY

PSISPY

PSI—5.0%

SPY5.0%—

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

Return vs Bumpiness: 2 ETFs

+28.8%PSI, at 57.0% volatility

SPYWorst drop−8.9%13.6% vol

PSIWorst drop−48.4%57.0% vol

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

Paid More vs Made More

YTD

SPYPSI

+8.3%Year to date+22.8%

1.0%Yield0.0%

+9.7%Past year+28.8%

0.09%Fee0.55%

2–2level

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026