PHDG vs SPYM

APHDG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · PHDG $12,203

Lowest cost0.02%SPYM · $2 on $10k

Most income1.42%PHDG · $142 on $10k

Smallest drop−6.8%PHDG · worst fall in 1Y

Held in common82.0%PHDG and SPYM

PHDG

SPYM

Invesco S&P 500 Downside Hedged ETF · $61MState Street SPDR Portfolio S&P 500 ETF · $182B

+11.5%3 years · per year$13,880 · $18,082+21.8%

+4.1%5 years · per year$12,203 · $17,192+11.4%

0.44%Expense ratio$44 · $2 on $10k · lower wins0.02%

1.42%12-mo yield$142 · $105 on $10k1.05%

−6.8%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHDG · SPYM

6.5%AAPL7.9%

5.7%NVDA6.9%

5.2%MSFT6.3%

3.3%AMZN4.0%

Held in common82.0%

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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	APHDG	Invesco S&P 500 Downside Hedged ETFRead Desk		0.44%	1.42%	0.0%	+11.5%	+10.5%	+11.5%	+4.1%	−6.8%	$61M

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

PHDG vs SPYM

PHDG

Invesco S&P 500 Downside Hedged

$12,203

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePHDGSPYM

Fee0.44%0.02%

Cost on $10k a year$44$2

Yield1.42%1.05%

5 years, per year+4.1%+11.4%

3 years, per year+11.5%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.9%13.6%

3–3measures won
level

82.0%

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: PHDG, SPYM

Today

82.0%most shared, PHDG and SPYM

PHDGSPYM

PHDG—82.0%

SPYM82.0%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

PHDG$142 − $44 = $98

KeptFee

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