Compare · 2 funds side by side · dividends reinvested

PWZ and SPYM

PWZInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

PWZ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

Invesco California AMT-Free Municipal Bond ETFBonds & Cash · Municipal0.28%3.92%+0.0%+0.2%+4.2%−0.2%−9.1%5.0%$1.3B1.8

Rank among the two1st → 2ndFee, 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: PWZ 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco California AMT-Free Municipal Bond ETF · $1.3B$9,903

PWZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

PWZMeasureSPYM

+0.0%Year to dateJan 1 → Nov 9+11.3%

+0.2%1 yearTotal return+13.6%

+4.2%3 years · per year$10,000 became $11,299 · $18,161+22.0%

−0.2%5 years · per year$10,000 became $9,903 · $17,553+11.9%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

3.92%Trailing 12-mo yield$392 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

5.0%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWZ vs SPYM: Top 5 Holdings

Today

PWZ

[…]in top 5

SPYM

in top 527.8%

PWZStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

PWZ vs SPYM Returns, Every Period

InvescoPWZ

−0.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PWZSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: PWZ vs SPYM

YTD

InvescoPWZ

+0.0%

SPYMSPDR

+11.3%

+0.0%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

5.0%Volatility · 1Y13.7%

3.9%Yield1.0%

$1.3BAssets$179B

2–2level

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

Cost, Income and Risk

Fees: PWZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PWZ0.28%$28

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

Yields: PWZ, SPYM

3.92%highest, PWZ

FundTrailing yieldYield$10k

PWZ3.92%$392

SPYM1.03%$103

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

Income After Fees on $10,000

$364most kept, PWZ

PWZ$392 − $28 = $364

SPYM$103 − $2 = $101

KeptFee

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

Overlap: PWZ, SPYM

Today

[…]holdings […]

PWZSPYM

PWZ—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

PWZWorst drop−9.1%5.0% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

PWZSPYM

+0.0%Year to date+11.3%

3.9%Yield1.0%

+0.2%Past year+13.6%

0.28%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026