Compare · 2 funds side by side · dividends reinvested

SPLV and SPYM

SPLVInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SPLV 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.11%+12.0%+14.2%+13.0%+6.7%−9.2%11.0%$7.5B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPLV 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Low Volatility ETF · $7.5B$13,812

SPLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

SPLVMeasureSPYM

+12.0%Year to dateJan 1 → Nov 4+13.4%

+14.2%1 yearTotal return+13.5%

+13.0%3 years · per year$10,000 became $14,427 · $19,186+24.3%

+6.7%5 years · per year$10,000 became $13,812 · $18,126+12.6%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

2.11%Trailing 12-mo yield$211 · $101 a year on $10k1.01%

−9.2%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPLV vs SPYM: Top 5 Holdings

Today

SPLV

6.6%in top 5

SPYM

in top 527.3%

SPLVStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.5%BRK-Bnot top 5

1.3%WECnot top 5

1.3%DUKnot top 5

1.3%EVRGnot top 5

1.3%PNWnot top 5

Held in common16.3%

End-of-day Nov 4, 2026 · share of each fund

SPLV vs SPYM Returns, Every Period

InvescoSPLV

+6.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SPLVSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SPLV vs SPYM

YTD

InvescoSPLV

+12.0%

SPYMSPDR

+13.4%

+12.0%Year to date+13.4%

−9.2%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y12.8%

2.1%Yield1.0%

$7.5BAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPLV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPLV0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPLV, SPYM

2.11%highest, SPLV

FundTrailing yieldYield$10k

SPLV2.11%$211

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$186most kept, SPLV

SPLV$211 − $25 = $186

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPLV, SPYM

Today

16.3%most shared, SPLV and SPYM

SPLVSPYM

SPLV—16.3%

SPYM16.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.2%SPLV, at 11.0% volatility

SPLVWorst drop−9.2%11.0% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPLVSPYM

+12.0%Year to date+13.4%

2.1%Yield1.0%

+14.2%Past year+13.5%

0.25%Fee0.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026