PDN vs SPY

APDN

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PDN $13,474

Lowest cost0.09%SPY · $9 on $10k

Most income3.41%PDN · $341 on $10k

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

Held in common0.0%PDN and SPY

PDN

SPY

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF · $342MState Street SPDR S&P 500 ETF · $805B

+20.0%3 years · per year$17,267 · $18,174+22.0%

+6.1%5 years · per year$13,474 · $17,099+11.3%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

3.41%12-mo yield$341 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPDN · SPY

0.0%CCL0.1%

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk		0.47%	3.41%	−2.9%	+7.7%	+13.2%	+20.0%	+6.1%	−11.3%	$342M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk		0.47%	3.41%	−2.9%	+7.7%	+13.2%	+20.0%	+6.1%	−11.3%	$342M

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

PDN vs SPY

PDN

Invesco RAFI Developed Markets ex-U.S. Small-Mid

$13,474

SPY

SPDR S&P 500

$17,099

MeasurePDNSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield3.41%1.03%

5 years, per year+6.1%+11.3%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y16.0%13.6%

5–1measures won
SPY first

0.0%

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: PDN, SPY

Today

0.0%most shared, PDN and SPY

PDNSPY

PDN—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$294most kept, PDN

PDN$341 − $47 = $294

SPY$103 − $9 = $94

KeptFee

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