PBUS vs SPYM

APBUS

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · PBUS $16,780

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common96.5%PBUS and SPYM

PBUS

SPYM

Invesco MSCI USA ETF · $10.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.2%3 years · per year$18,237 · $18,222+22.1%

+10.9%5 years · per year$16,780 · $17,164+11.4%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.05%12-mo yield$105 · $106 on $10k1.06%

−9.0%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBUS · SPYM

7.8%AAPL7.7%

7.0%NVDA7.3%

5.9%MSFT6.2%

3.9%AMZN3.9%

Held in common96.5%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.5B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.05%	−4.5%	+8.0%	+9.2%	+22.2%	+10.9%	−9.0%	$10.5B

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

Cards for this view

PBUS vs SPYM

PBUS

Invesco MSCI USA

$16,780

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePBUSSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.05%1.06%

5 years, per year+10.9%+11.4%

3 years, per year+22.2%+22.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.8%13.6%

5–1measures won
SPYM first

96.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PBUS, SPYM

Today

96.5%most shared, PBUS and SPYM

PBUSSPYM

PBUS—96.5%

SPYM96.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PBUS$105 − $4 = $101

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee