PCEF vs SPYM

APCEF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income7.68%PCEF · $768 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 · $179B

+13.8%3 years · per year$14,742 · $18,161+22.0%

+3.9%5 years · per year$12,133 · $17,553+11.9%

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

7.68%12-mo yield$768 · $103 on $10k1.03%

−8.3%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.7%

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 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.68%	+1.8%	+3.9%	+5.4%	+13.8%	+3.9%	−8.3%	$735M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	APCEF	Invesco CEF Income Composite ETFRead Desk	2.76%	7.68%	+1.8%	+3.9%	+5.4%	+13.8%	+3.9%	−8.3%	$735M

End-of-day Nov 9, 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

$12,133

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePCEFSPYM

Fee2.76%0.02%

Cost on $10k a year$276$2

Yield7.68%1.03%

5 years, per year+3.9%+11.9%

3 years, per year+13.8%+22.0%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y10.7%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PCEF, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

PCEFSPYMVOO

PCEF—0.0%0.0%

SPYM0.0%—92.7%

VOO0.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$492most kept, PCEF

PCEF$768 − $276 = $492

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee