PCSG vs SPYM

APCSG

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common0.3%PCSG and SPYM

PCSG

SPYM

Polen 5Perspectives Small-Mid Growth ETF · $3MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

0–2SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCSG · SPYM

1.1%CVNA0.1%

1.2%BE0.1%

0.7%P0.1%

2.4%TWLO0.0%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
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	APCSG	Polen 5Perspectives Small-Mid Growth ETFRead Desk		0.75%	0.00%	+5.4%	new	new	new	new	[…]	$3M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	APCSG	Polen 5Perspectives Small-Mid Growth ETFRead Desk		0.75%	0.00%	+5.4%	new	new	new	new	[…]	$3M

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

PCSG vs SPYM

PCSG

Polen 5Perspectives Small-Mid Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePCSGSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.00%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

2–0measures won
SPYM first

0.3%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PCSG, SPYM

Today

0.3%most shared, PCSG and SPYM

PCSGSPYM

PCSG—0.3%

SPYM0.3%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

PCSG$0 − $75 = −$75

KeptFee

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