Compare · 2 funds side by side · dividends reinvested

SPVM and SPYM

SPVMInvesco×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

SPVM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.84%+14.6%+20.4%+20.4%+11.0%−7.3%11.1%$144M1.4

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%$182B1.6

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: SPVM 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $144M$16,869

SPVM

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

SPVMMeasureSPYM

+14.6%Year to dateJan 1 → Nov 6+8.8%

+20.4%1 yearTotal return+9.8%

+20.4%3 years · per year$10,000 became $17,470 · $18,082+21.8%

+11.0%5 years · per year$10,000 became $16,869 · $17,192+11.4%

0.44%Expense ratio$44 · $2 a year on $10k · lower is better0.02%

1.84%Trailing 12-mo yield$184 · $105 a year on $10k1.05%

−7.3%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.6%

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

5–3SPVM wins

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

More Ways to See the Pairs

SPVM vs SPYM: Top 5 Holdings

Today

SPVM

8.8%in top 5

SPYM

in top 527.8%

SPVMStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%ALLnot top 5

1.8%GMnot top 5

1.7%TRVnot top 5

1.7%PSXnot top 5

1.7%SWKnot top 5

Held in common10.9%

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

SPVM vs SPYM Returns, Every Period

InvescoSPVM

+11.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SPVMSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: SPVM vs SPYM

YTD

InvescoSPVM

+14.6%

SPYMSPDR

+8.8%

+14.6%Year to date+8.8%

−7.3%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.6%

1.8%Yield1.1%

$144MAssets$182B

4–0SPVM wins

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

Cost, Income and Risk

Fees: SPVM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPVM0.44%$44

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

Yields: SPVM, SPYM

1.84%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.84%$184

SPYM1.05%$105

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

Income After Fees on $10,000

$140most kept, SPVM

SPVM$184 − $44 = $140

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SPVM, SPYM

Today

10.9%most shared, SPVM and SPYM

SPVMSPYM

SPVM—10.9%

SPYM10.9%—

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

Return vs Bumpiness: 2 ETFs

+20.4%SPVM, at 11.1% volatility

SPVMWorst drop−7.3%11.1% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPVMSPYM

+14.6%Year to date+8.8%

1.8%Yield1.1%

+20.4%Past year+9.8%

0.44%Fee0.02%

3–1SPVM 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