PBE vs SPYM

APBE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · PBE $13,496

Lowest cost0.02%SPYM · $2 on $10k

Most income1.34%PBE · $134 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common1.4%PBE and SPYM

PBE

SPYM

Invesco Biotechnology & Genome ETF · $452MState Street SPDR Portfolio S&P 500 ETF · $182B

+23.4%3 years · per year$18,770 · $18,082+21.8%

+6.2%5 years · per year$13,496 · $17,192+11.4%

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

1.34%12-mo yield$134 · $105 on $10k1.05%

−11.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBE · SPYM

5.2%AMGN0.4%

5.6%GILD0.3%

4.9%VRTX0.2%

4.1%MRNA0.1%

Held in common1.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$452M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	APBE	Invesco Biotechnology & Genome ETFRead Desk		0.59%	1.34%	−0.2%	+21.9%	+31.1%	+23.4%	+6.2%	−11.7%	$452M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PBE vs SPYM

PBE

Invesco Biotechnology & Genome

$13,496

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePBESPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield1.34%1.05%

5 years, per year+6.2%+11.4%

3 years, per year+23.4%+21.8%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.3%13.6%

4–2measures won
SPYM first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: PBE, SPYM

Today

1.4%most shared, PBE and SPYM

PBESPYM

PBE—1.4%

SPYM1.4%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

PBE$134 − $59 = $75

KeptFee

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