Compare · 3 funds side by side · dividends reinvested

PWV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,507PWV · best of the three

02 / 04

PWV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.76%+19.1%+23.2%+22.4%+13.1%−7.9%10.4%$1.9B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: PWV 2005 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$18,507

PWV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

PWVMeasureSPYM

+19.1%Year to dateJan 1 → Nov 6+8.8%

+23.2%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,346 · $18,082+21.8%

+13.1%5 years · per year$10,000 became $18,507 · $17,192+11.4%

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

1.76%Trailing 12-mo yield$176 · $105 a year on $10k1.05%

−7.9%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.6%

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

7–1PWV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWV vs SPYM: Top 5 Holdings

Today

PWV

18.0%in top 5

SPYM

in top 527.8%

PWVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%CVXnot top 5

3.7%DISnot top 5

3.6%AMGNnot top 5

3.6%XOMnot top 5

3.5%PEPnot top 5

not top 5GOOGL2.6%

Held in common11.4%

End-of-day Nov 6, 2026 · share of each fund

PWV vs SPYM Returns, Every Period

InvescoPWV

+13.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

PWVSPYMFaded: behind in that period

4–0PWV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: PWV vs SPYM

YTD

InvescoPWV

+19.1%

SPYMSPDR

+8.8%

+19.1%Year to date+8.8%

−7.9%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.6%

1.8%Yield1.1%

$1.9BAssets$182B

4–0PWV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PWV0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PWV, SPYM, SPY

1.76%highest, PWV

FundTrailing yieldYield$10k

PWV1.76%$176

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, PWV

PWV$176 − $55 = $121

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PWV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PWVSPYMSPY

PWV—11.4%11.4%

SPYM11.4%—99.9%

SPY11.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.2%PWV, at 10.4% volatility

PWVWorst drop−7.9%10.4% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PWVSPYM

+19.1%Year to date+8.8%

1.8%Yield1.1%

+23.2%Past year+9.8%

0.55%Fee0.02%

3–1PWV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026