PHYL vs SPY

APHYL

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · PHYL $11,949

Lowest cost0.09%SPY · $9 on $10k

Most income7.17%PHYL · $717 on $10k

Smallest drop−3.0%PHYL · worst fall in 1Y

Held in common0.0%PHYL and SPY

PHYL

SPY

PGIM Active High Yield Bond ETF · $1.6BState Street SPDR S&P 500 ETF · $778B

+8.5%3 years · per year$12,787 · $18,118+21.9%

+3.6%5 years · per year$11,949 · $17,493+11.8%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

7.17%12-mo yield$717 · $101 on $10k1.01%

−3.0%Worst dropSmaller wins−8.9%

3.6%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPHYL · SPY

0.0%EXE0.0%

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

Both

5Y2 funds

#			Trend
1	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
2	APHYL	PGIM Active High Yield Bond ETFRead Desk		0.39%	7.17%	+0.3%	+0.9%	+2.4%	+8.5%	+3.6%	−3.0%	$1.6B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	APHYL	PGIM Active High Yield Bond ETFRead Desk		0.39%	7.17%	+0.3%	+0.9%	+2.4%	+8.5%	+3.6%	−3.0%	$1.6B

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

PHYL vs SPY

PHYL

PGIM Active High Yield Bond

$11,949

SPY

SPDR S&P 500

$17,493

MeasurePHYLSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield7.17%1.01%

5 years, per year+3.6%+11.8%

3 years, per year+8.5%+21.9%

Worst drop · 1Y−3.0%−8.9%

Volatility · 1Y3.6%13.7%

3–3measures won
level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PHYL, SPY

Today

0.0%most shared, PHYL and SPY

PHYLSPY

PHYL—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$678most kept, PHYL

PHYL$717 − $39 = $678

SPY$101 − $9 = $92

KeptFee

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