Compare · 2 funds side by side · dividends reinvested

RZG and SPYM

RZGInvesco×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

Story of the two · IncomeMost incomeSPYM · 1.03% · $103 a year on $10k

Story of the two · RiskSmallest drop

RZG 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.3

Invesco S&P SmallCap 600 Revenue ETFUS Stock Styles · Small cap0.35%0.58%+14.5%+16.4%+16.5%+2.8%−17.8%19.5%$114M1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: RZG 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P SmallCap 600 Revenue ETF · $114M$11,466

RZG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

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

RZGMeasureSPYM

+14.5%

More Ways to See the Pairs

RZG vs SPYM: Top 5 Holdings

Today

RZG

9.3%in top 5

SPYM

in top 527.3%

RZGStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: RZG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RZG0.35%$35

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

Yields: RZG, SPYM

1Y

1.03%highest, SPYM

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.9%

+16.4%1 yearTotal return+13.1%

+16.5%3 years · per year$10,000 became $15,810 · $17,936+21.5%

+2.8%5 years · per year$10,000 became $11,466 · $17,429+11.8%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

0.58%Trailing 12-mo yield$58 · $103 a year on $10k1.03%

−17.8%Worst dropSmaller is better−8.9%

19.5%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.1%AAMInot top 5

2.0%PTGXnot top 5

1.9%PGNYnot top 5

1.7%ARQTnot top 5

1.7%YOUnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

RZG vs SPYM Returns, Every Period

5Y

InvescoRZG

+2.8%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

RZGSPYMFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: RZG vs SPYM

YTD

InvescoRZG

+14.5%

SPYMSPDR

+10.9%

+14.5%Year to date+10.9%

−17.8%Worst drop · 1Y−8.9%

19.5%Volatility · 1Y13.7%

0.6%Yield1.0%

$114MAssets$179B

3–1SPYM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

SPYM1.03%$103

RZG0.58%$58

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

RZG$58 − $35 = $23

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RZG, SPYM

Today

0.0%most shared, RZG and SPYM

RZGSPYM

RZG—0.0%

SPYM0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.4%RZG, at 19.5% volatility

SPYMWorst drop−8.9%13.7% vol

RZGWorst drop−17.8%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMRZG

+10.9%Year to date+14.5%

1.0%Yield0.6%

+13.1%Past year+16.4%

0.02%Fee0.35%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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RZG and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two