Compare · 3 funds side by side · dividends reinvested

PSTR, 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

PSTR, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Peakshares Sector Rotation ETFIncome · Covered calls2.88%4.86%+13.7%+16.1%[…][…]−6.7%10.3%$67M1.3

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%$182B1.8

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%$805B2.5

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: PSTR 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Peakshares Sector Rotation ETF · $67M[…]

PSTR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

PSTRMeasureSPYM

+13.7%Year to dateJan 1 → Nov 4+13.4%

+16.1%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

2.88%Expense ratio$288 · $2 a year on $10k · lower is better0.02%

4.86%Trailing 12-mo yield$486 · $101 a year on $10k1.01%

−6.7%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer12.8%

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

5–1PSTR wins

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

More Ways to See the Pairs

PSTR vs SPYM: Top 5 Holdings

Today

PSTR

39.1%in top 5

SPYM

in top 527.3%

PSTRStockSPYM

10.1%XLFnot top 5

8.2%VGTnot top 5

8.1%XLVnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.4%XLKnot top 5

not top 5MSFT5.9%

5.2%XLPnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common20.3%

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

PSTR vs SPYM Returns, Every Period

PeakSharesPSTR

+16.1%

past year

SPYMSPDR

+13.5%

past year

PSTRSPYMFaded: behind in that period

2–0PSTR wins

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

Income vs Core: PSTR vs SPYM

YTD

PeakSharesPSTR

+13.7%

SPYMSPDR

+13.4%

+13.7%Year to date+13.4%

−6.7%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y12.8%

4.9%Yield1.0%

$66.7MAssets$182B

4–0PSTR wins

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

Cost, Income and Risk

Fees: PSTR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PSTR2.88%$288

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

Yields: PSTR, SPYM, SPY

4.86%highest, PSTR

FundTrailing yieldYield$10k

PSTR4.86%$486

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$198most kept, PSTR

PSTR$486 − $288 = $198

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: PSTR, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

PSTRSPYMSPY

PSTR—20.3%20.3%

SPYM20.3%—99.8%

SPY20.3%99.8%—

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

Return vs Bumpiness: 3 ETFs

+16.1%PSTR, at 10.3% volatility

PSTRWorst drop−6.7%10.3% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

PSTRSPYM

+13.7%Year to date+13.4%

4.9%Yield1.0%

+16.1%Past year+13.5%

2.88%Fee0.02%

3–1PSTR wins

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