PDN vs SPY

APDN

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income3.34%PDN · $334 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 · $336MState Street SPDR S&P 500 ETF · $778B

+19.6%3 years · per year$17,093 · $18,118+21.9%

+6.5%5 years · per year$13,730 · $17,493+11.8%

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

3.34%12-mo yield$334 · $101 on $10k1.01%

−11.3%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPDN · SPY

0.0%CCL0.1%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk	0.47%	3.34%	+2.8%	+9.8%	+15.5%	+19.6%	+6.5%	−11.3%	$336M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	APDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETFRead Desk	0.47%	3.34%	+2.8%	+9.8%	+15.5%	+19.6%	+6.5%	−11.3%	$336M

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

PDN vs SPY

PDN

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

$13,729

SPY

SPDR S&P 500

$17,493

MeasurePDNSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield3.34%1.01%

5 years, per year+6.5%+11.8%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y16.3%13.7%

5–1measures won
SPY first

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: PDN, SPY, IVV

Today

99.9%most shared, SPY and IVV

PDNSPYIVV

PDN—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$287most kept, PDN

PDN$334 − $47 = $287

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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