Compare · 2 funds side by side · dividends reinvested

XSHD and SPYM

XSHDInvesco×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

XSHD 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%$182B1.1

Invesco S&P SmallCap High Dividend Low Volatility ETFIncome · Dividend stocks0.30%5.06%+6.9%+7.6%+4.2%−4.3%−13.3%14.8%$66M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: XSHD 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap High Dividend Low Volatility ETF · $66M$8,044

XSHD

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

XSHDMeasureSPYM

+6.9%Year to dateJan 1 → Nov 6+8.8%

+7.6%1 yearTotal return+9.8%

+4.2%3 years · per year$10,000 became $11,316 · $18,082+21.8%

−4.3%5 years · per year$10,000 became $8,044 · $17,192+11.4%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

5.06%Trailing 12-mo yield$506 · $105 a year on $10k1.05%

−13.3%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

XSHD vs SPYM: Top 5 Holdings

Today

XSHD

17.3%in top 5

SPYM

in top 527.8%

XSHDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.8%CAGnot top 5

3.8%RITMnot top 5

3.4%MRPnot top 5

3.2%IIPRnot top 5

3.1%FLOnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

XSHD vs SPYM Returns, Every Period

InvescoXSHD

−4.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

XSHDSPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: XSHD vs SPYM

YTD

InvescoXSHD

+6.9%

SPYMSPDR

+8.8%

+6.9%Year to date+8.8%

−13.3%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

5.1%Yield1.1%

$65.9MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: XSHD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XSHD0.30%$30

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

Yields: XSHD, SPYM

5.06%highest, XSHD

FundTrailing yieldYield$10k

XSHD5.06%$506

SPYM1.05%$105

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

Income After Fees on $10,000

$476most kept, XSHD

XSHD$506 − $30 = $476

SPYM$105 − $2 = $103

KeptFee

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

Overlap: XSHD, SPYM

Today

0.0%most shared, XSHD and SPYM

XSHDSPYM

XSHD—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

XSHDWorst drop−13.3%14.8% vol

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

Paid More vs Made More

YTD

XSHDSPYM

+6.9%Year to date+8.8%

5.1%Yield1.1%

+7.6%Past year+9.8%

0.30%Fee0.02%

3–1SPYM 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