Compare · 2 funds side by side · dividends reinvested

XLG and SPYM

XLGInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,259XLG · best of the two

02 / 04

XLG 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.1

Invesco S&P 500 Top 50 ETFLow-Cost Core · S&P 5000.20%0.65%+3.8%+2.9%+24.0%+12.8%−11.8%14.8%$11.4B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: XLG 2005 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Top 50 ETF · $11.4B$18,259

XLG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 62.8% in common

XLGMeasureSPYM

+3.8%Year to dateJan 1 → Nov 3+11.5%

+2.9%1 yearTotal return+11.9%

+24.0%3 years · per year$10,000 became $19,048 · $19,092+24.1%

+12.8%5 years · per year$10,000 became $18,259 · $17,749+12.2%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

0.65%Trailing 12-mo yield$65 · $103 a year on $10k1.03%

−11.8%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

XLG vs SPYM: Top 5 Holdings

Today

XLG

43.6%in top 5

SPYM

in top 527.4%

XLGStockSPYM

12.2%AAPL7.7%

12.1%NVDA7.8%

9.3%MSFT5.9%

6.0%AMZN3.6%

4.0%GOOGL2.5%

Held in common62.8%

End-of-day Nov 3, 2026 · share of each fund

XLG vs SPYM Returns, Every Period

InvescoXLG

+12.8%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

XLGSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLG vs SPYM

YTD

InvescoXLG

+3.8%

SPYMSPDR

+11.5%

+3.8%Year to date+11.5%

−11.8%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.7%

0.6%Yield1.0%

$11.4BAssets$185B

4–0SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XLG0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLG, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

XLG0.65%$65

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

XLG$65 − $20 = $45

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLG, SPYM

Today

62.8%most shared, XLG and SPYM

XLGSPYM

XLG—62.8%

SPYM62.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

XLGWorst drop−11.8%14.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMXLG

+11.5%Year to date+3.8%

1.0%Yield0.6%

+11.9%Past year+2.9%

0.02%Fee0.20%

4–0SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026