PEY vs SPYM

APEY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · PEY $15,253

Lowest cost0.02%SPYM · $2 on $10k

Most income4.25%PEY · $425 on $10k

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

Held in common2.7%PEY and SPYM

PEY

SPYM

Invesco High Yield Equity Dividend Achievers ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+15.9%3 years · per year$15,561 · $18,082+21.8%

+8.8%5 years · per year$15,253 · $17,192+11.4%

0.68%Expense ratio$68 · $2 on $10k · lower wins0.02%

4.25%12-mo yield$425 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEY · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

PEY

Invesco High Yield Equity Dividend Achievers

$15,253

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePEYSPYM

Fee0.68%0.02%

Cost on $10k a year$68$2

Yield4.25%1.05%

5 years, per year+8.8%+11.4%

3 years, per year+15.9%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPYM 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, SPYM

Today

2.7%most shared, PEY and SPYM

PEYSPYM

PEY—2.7%

SPYM2.7%—

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

SPYM$105 − $2 = $103

KeptFee

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