Compare · 3 funds side by side · dividends reinvested

PXE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,242PXE · best of the three

02 / 04

PXE, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Invesco Energy Exploration & Production ETFSectors · Energy0.67%1.48%+53.0%+53.4%+12.5%+17.3%−16.7%28.6%$166M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: PXE 2005 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Energy Exploration & Production ETF · $166M$22,242

PXE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

PXEMeasureSPYM

+53.0%Year to dateJan 1 → Nov 3+11.5%

+53.4%1 yearTotal return+11.9%

+12.5%3 years · per year$10,000 became $14,248 · $19,092+24.1%

+17.3%5 years · per year$10,000 became $22,242 · $17,749+12.2%

0.67%Expense ratio$67 · $2 a year on $10k · lower is better0.02%

1.48%Trailing 12-mo yield$148 · $103 a year on $10k1.03%

−16.7%Worst dropSmaller is better−8.9%

28.6%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

PXE vs SPYM: Top 5 Holdings

Today

PXE

26.2%in top 5

SPYM

in top 527.4%

PXEStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

5.6%MPCnot top 5

5.4%PSXnot top 5

5.2%VLOnot top 5

5.1%COPnot top 5

5.0%EOGnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common1.2%

End-of-day Nov 3, 2026 · share of each fund

PXE vs SPYM Returns, Every Period

InvescoPXE

+17.3%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

PXESPYMFaded: behind in that period

3–1PXE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Core: PXE vs SPYM

YTD

InvescoPXE

+53.0%

SPYMSPDR

+11.5%

+53.0%Year to date+11.5%

−16.7%Worst drop · 1Y−8.9%

28.6%Volatility · 1Y12.7%

1.5%Yield1.0%

$166MAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PXE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PXE0.67%$67

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PXE, SPYM, SPY

1.48%highest, PXE

FundTrailing yieldYield$10k

PXE1.48%$148

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

PXE$148 − $67 = $81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PXE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PXESPYMSPY

PXE—1.2%1.2%

SPYM1.2%—99.9%

SPY1.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+53.4%PXE, at 28.6% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

PXEWorst drop−16.7%28.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PXESPYM

+53.0%Year to date+11.5%

1.5%Yield1.0%

+53.4%Past year+11.9%

0.67%Fee0.02%

3–1PXE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026