PFIG vs SPY

APFIG

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · PFIG $10,689

Lowest cost0.09%SPY · $9 on $10k

Most income4.47%PFIG · $447 on $10k

Smallest drop−3.2%PFIG · worst fall in 1Y

Held in common0.0%PFIG and SPY

PFIG

SPY

Invesco Fundamental Investment Grade Corporate Bond ETF · $128MState Street SPDR S&P 500 ETF · $805B

+6.1%3 years · per year$11,937 · $18,174+22.0%

+1.3%5 years · per year$10,689 · $17,099+11.3%

0.22%Expense ratio$22 · $9 on $10k · lower wins0.09%

4.47%12-mo yield$447 · $103 on $10k1.03%

−3.2%Worst dropSmaller wins−8.9%

3.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPFIG · SPY

They share no top holdings, or holdings aren’t on file […]

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	APFIG	Invesco Fundamental Investment Grade Corporate Bond ETFRead Desk		0.22%	4.47%	0.0%	0.0%	+0.9%	+6.1%	+1.3%	−3.2%	$128M

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	APFIG	Invesco Fundamental Investment Grade Corporate Bond ETFRead Desk		0.22%	4.47%	0.0%	0.0%	+0.9%	+6.1%	+1.3%	−3.2%	$128M

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

PFIG vs SPY

PFIG

Invesco Fundamental Investment Grade Corporate Bond

$10,689

SPY

SPDR S&P 500

$17,099

MeasurePFIGSPY

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield4.47%1.03%

5 years, per year+1.3%+11.3%

3 years, per year+6.1%+22.0%

Worst drop · 1Y−3.2%−8.9%

Volatility · 1Y3.3%13.6%

3–3measures won
level

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: PFIG, SPY

Today

0.0%most shared, PFIG and SPY

PFIGSPY

PFIG—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

$425most kept, PFIG

PFIG$447 − $22 = $425

SPY$103 − $9 = $94

KeptFee

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