PCEF vs SPYM

APCEF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income7.82%PCEF · $782 on $10k

Smallest drop−8.3%PCEF · worst fall in 1Y

Held in common0.0%PCEF and SPYM

PCEF

SPYM

Invesco CEF Income Composite ETF · $735MState Street SPDR Portfolio S&P 500 ETF · $178B

+14.0%3 years · per year$14,798 · $18,082+21.8%

+3.6%5 years · per year$11,942 · $17,192+11.4%

2.76%Expense ratio$276 · $2 on $10k · lower wins0.02%

7.82%12-mo yield$782 · $105 on $10k1.05%

−8.3%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPCEF · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
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%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.82%	+1.1%	+2.0%	+3.4%	+14.0%	+3.6%	−8.3%	$735M

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

All Three

5Y3 funds

#
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%	$177.9B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.82%	+1.1%	+2.0%	+3.4%	+14.0%	+3.6%	−8.3%	$735M

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

PCEF vs SPYM

PCEF

Invesco CEF Income Composite

$11,942

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePCEFSPYM

Fee2.76%0.02%

Cost on $10k a year$276$2

Yield7.82%1.05%

5 years, per year+3.6%+11.4%

3 years, per year+14.0%+21.8%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.6%13.6%

3–3measures won
level

0.0%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: PCEF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

PCEFSPYMIVV

PCEF—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$506most kept, PCEF

PCEF$782 − $276 = $506

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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