PJP vs SPYM

APJP

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · PJP $16,864

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common5.9%PJP and SPYM

PJP

SPYM

Invesco Pharmaceuticals ETF · $598MState Street SPDR Portfolio S&P 500 ETF · $182B

+23.4%3 years · per year$18,796 · $18,082+21.8%

+11.0%5 years · per year$16,864 · $17,192+11.4%

0.58%Expense ratio$58 · $2 on $10k · lower wins0.02%

0.89%12-mo yield$89 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

18.1%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPJP · SPYM

6.1%LLY1.7%

5.5%JNJ1.0%

5.9%ABBV0.8%

5.2%MRK0.6%

Held in common5.9%

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	APJP	Invesco Pharmaceuticals ETFRead Desk		0.58%	0.89%	+0.3%	+22.2%	+32.4%	+23.4%	+11.0%	−9.4%	$598M

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	APJP	Invesco Pharmaceuticals ETFRead Desk		0.58%	0.89%	+0.3%	+22.2%	+32.4%	+23.4%	+11.0%	−9.4%	$598M

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

PJP vs SPYM

PJP

Invesco Pharmaceuticals

$16,864

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePJPSPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.89%1.05%

5 years, per year+11.0%+11.4%

3 years, per year+23.4%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y18.1%13.6%

5–1measures won
SPYM first

5.9%

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: PJP, SPYM

Today

5.9%most shared, PJP and SPYM

PJPSPYM

PJP—5.9%

SPYM5.9%—

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

PJP$89 − $58 = $31

KeptFee

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