Compare · 2 funds side by side · dividends reinvested

PYZ and SPYM

PYZInvesco×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the two · RiskSmallest drop

PYZ 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.0

Invesco Dorsey Wright Basic Materials Momentum ETFSectors · Materials0.79%0.50%+3.4%+9.5%+15.1%+5.0%−18.4%25.9%$64M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PYZ 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Basic Materials Momentum ETF · $64M$12,751

PYZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PYZMeasureSPYM

+3.4%

More Ways to See the Pairs

PYZ vs SPYM: Top 5 Holdings

Today

PYZ

21.5%in top 5

SPYM

in top 526.9%

PYZStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

4.9%RSnot top 5

4.6%ATInot top 5

Cost, Income and Risk

Fees: PYZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PYZ0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PYZ, SPYM

1Y

1.02%highest, SPYM

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+9.5%1 yearTotal return+12.8%

+15.1%3 years · per year$10,000 became $15,251 · $18,134+21.9%

+5.0%5 years · per year$10,000 became $12,751 · $17,537+11.9%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

0.50%Trailing 12-mo yield$50 · $102 a year on $10k1.02%

−18.4%Worst dropSmaller is better−8.9%

25.9%VolatilityLower is calmer13.7%

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

0–8SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%RGLDnot top 5

not top 5AMZN4.1%

4.0%NEMnot top 5

3.8%NUEnot top 5

not top 5GOOGL2.6%

Held in common1.3%

End-of-day Nov 11, 2026 · share of each fund

PYZ vs SPYM Returns, Every Period

5Y

InvescoPYZ

+5.0%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PYZSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Core: PYZ vs SPYM

YTD

InvescoPYZ

+3.4%

SPYMSPDR

+12.4%

+3.4%Year to date+12.4%

−18.4%Worst drop · 1Y−8.9%

25.9%Volatility · 1Y13.7%

0.5%Yield1.0%

$63.6MAssets$183B

4–0SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

SPYM1.02%$102

PYZ0.50%$50

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

PYZ$50 − $79 = −$29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PYZ, SPYM

Today

1.3%most shared, PYZ and SPYM

PYZSPYM

PYZ—1.3%

SPYM1.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

PYZWorst drop−18.4%25.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMPYZ

+12.4%Year to date+3.4%

1.0%Yield0.5%

+12.8%Past year+9.5%

0.02%Fee0.79%

4–0SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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PYZ and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two