Compare · 2 funds side by side · dividends reinvested

QVMS and SPYM

QVMSInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

QVMS 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

Invesco S&P SmallCap 600 QVM Multi-factor ETFUS Stock Styles · Small cap0.15%1.29%+16.2%+18.0%+17.6%+6.7%−9.7%16.5%$246M1.6

Rank among the two1st → 2ndFee, 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: QVMS 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap 600 QVM Multi-factor ETF · $246M$13,832

QVMS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

QVMSMeasureSPYM

+16.2%Year to dateJan 1 → Nov 6+8.8%

+18.0%1 yearTotal return+9.8%

+17.6%3 years · per year$10,000 became $16,282 · $18,082+21.8%

+6.7%5 years · per year$10,000 became $13,832 · $17,192+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.29%Trailing 12-mo yield$129 · $105 a year on $10k1.05%

−9.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

QVMS vs SPYM: Top 5 Holdings

Today

QVMS

3.2%in top 5

SPYM

in top 527.8%

QVMSStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.8%PAYCnot top 5

0.6%VSXYnot top 5

0.6%RHPnot top 5

0.6%JXNnot top 5

0.6%EPAMnot top 5

Held in common0.0%

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

QVMS vs SPYM Returns, Every Period

InvescoQVMS

+6.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

QVMSSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: QVMS vs SPYM

YTD

InvescoQVMS

+16.2%

SPYMSPDR

+8.8%

+16.2%Year to date+8.8%

−9.7%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.6%

1.3%Yield1.1%

$246MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: QVMS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QVMS0.15%$15

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

Yields: QVMS, SPYM

1.29%highest, QVMS

FundTrailing yieldYield$10k

QVMS1.29%$129

SPYM1.05%$105

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

Income After Fees on $10,000

$114most kept, QVMS

QVMS$129 − $15 = $114

SPYM$105 − $2 = $103

KeptFee

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

Overlap: QVMS, SPYM

Today

0.0%most shared, QVMS and SPYM

QVMSSPYM

QVMS—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.0%QVMS, at 16.5% volatility

SPYMWorst drop−8.9%13.6% vol

QVMSWorst drop−9.7%16.5% vol

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

Paid More vs Made More

YTD

QVMSSPYM

+16.2%Year to date+8.8%

1.3%Yield1.1%

+18.0%Past year+9.8%

0.15%Fee0.02%

3–1QVMS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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