Compare · 3 funds side by side · dividends reinvested

PXI, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,003PXI · best of the three

02 / 04

PXI, 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 Dorsey Wright Energy Momentum ETFSectors · Energy0.85%1.14%+41.2%+37.2%+15.3%+14.9%−12.4%24.5%$78M2.0

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: PXI 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Energy Momentum ETF · $78M$20,003

PXI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

PXIMeasureSPYM

+41.2%Year to dateJan 1 → Nov 3+11.5%

+37.2%1 yearTotal return+11.9%

+15.3%3 years · per year$10,000 became $15,338 · $19,092+24.1%

+14.9%5 years · per year$10,000 became $20,003 · $17,749+12.2%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

1.14%Trailing 12-mo yield$114 · $103 a year on $10k1.03%

−12.4%Worst dropSmaller is better−8.9%

24.5%VolatilityLower is calmer12.7%

PXISPYM 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

PXI vs SPYM: Top 5 Holdings

Today

PXI

19.7%in top 5

SPYM

in top 527.4%

PXIStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.4%LNGnot top 5

4.0%TRGPnot top 5

3.7%PSXnot top 5

3.7%PRnot top 5

3.7%MPCnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common3.2%

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

PXI vs SPYM Returns, Every Period

InvescoPXI

+14.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

PXISPYMFaded: behind in that period

3–1PXI wins

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

Sector vs Core: PXI vs SPYM

YTD

InvescoPXI

+41.2%

SPYMSPDR

+11.5%

+41.2%Year to date+11.5%

−12.4%Worst drop · 1Y−8.9%

24.5%Volatility · 1Y12.7%

1.1%Yield1.0%

$77.8MAssets$185B

2–2level

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

Cost, Income and Risk

Fees: PXI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

PXI0.85%$85

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

Yields: PXI, SPYM, SPY

1.14%highest, PXI

FundTrailing yieldYield$10k

PXI1.14%$114

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

PXI$114 − $85 = $29

KeptFee

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

Overlap: PXI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

PXISPYMSPY

PXI—3.2%3.2%

SPYM3.2%—99.9%

SPY3.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+37.2%PXI, at 24.5% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

PXIWorst drop−12.4%24.5% vol

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

Paid More vs Made More

YTD

PXISPYM

+41.2%Year to date+11.5%

1.1%Yield1.0%

+37.2%Past year+11.9%

0.85%Fee0.02%

3–1PXI 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