PCHI vs SPY

APCHI

BSPY

Measures won3–1PCHI wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income9.27%PCHI · $927 on $10k

Smallest drop−6.4%PCHI · worst fall in 1Y

Held in common[…]PCHI and SPY

PCHI

SPY

Polen High Income ETF · $6MState Street SPDR S&P 500 ETF · $792B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.66%Expense ratio$66 · $9 on $10k · lower wins0.09%

9.27%12-mo yield$927 · $100 on $10k1.00%

−6.4%

End-of-day Nov 11, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	APCHI	Polen High Income ETFRead Desk		0.66%	9.27%	+0.2%	−0.6%	+0.4%	new	new	−6.4%	$6M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	APCHI	Polen High Income ETFRead Desk		0.66%	9.27%	+0.2%	−0.6%	+0.4%	new	new	−6.4%	$6M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PCHI vs SPY

PCHI

Polen High Income

[…]

SPY

SPDR S&P 500

$17,481

MeasurePCHISPY

Fee0.66%0.09%

Cost on $10k a year$66$9

Yield9.27%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.1%13.7%

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PCHI vs SPY

Both

Both

$10,000 in PCHI, SPY

Overlap: PCHI, SPY

PCHI vs SPY

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Overlap: PCHI, SPY

Income After Fees on $10,000