PEY vs SPY

APEY

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · PEY $15,253

Lowest cost0.09%SPY · $9 on $10k

Most income4.25%PEY · $425 on $10k

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

Held in common2.7%PEY and SPY

PEY

SPY

Invesco High Yield Equity Dividend Achievers ETF · $1.2BState Street SPDR S&P 500 ETF · $819B

+15.9%3 years · per year$15,561 · $18,039+21.7%

+8.8%5 years · per year$15,253 · $17,118+11.3%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

4.25%12-mo yield$425 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · SPY

1.5%CVX0.7%

2.2%VZ0.3%

2.8%PFE0.3%

3.1%MO0.2%

Held in common2.7%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.25%	−1.4%	+25.9%	+26.0%	+15.9%	+8.8%	−9.4%	$1.2B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	APEY	Invesco High Yield Equity Dividend Achievers ETFRead Desk		0.68%	4.25%	−1.4%	+25.9%	+26.0%	+15.9%	+8.8%	−9.4%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEY vs SPY

PEY

Invesco High Yield Equity Dividend Achievers

$15,253

SPY

SPDR S&P 500

$17,118

MeasurePEYSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield4.25%1.03%

5 years, per year+8.8%+11.3%

3 years, per year+15.9%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPY first

2.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PEY, SPY

Today

2.7%most shared, PEY and SPY

PEYSPY

PEY—2.7%

SPY2.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$357most kept, PEY

PEY$425 − $68 = $357

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee