PPA vs SPYM

APPA

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$21,409PPA · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common3.4%PPA and SPYM

PPA

SPYM

Invesco Aerospace & Defense ETF · $7.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.6%3 years · per year$18,861 · $18,222+22.1%

+16.4%5 years · per year$21,409 · $17,164+11.4%

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

0.44%12-mo yield$44 · $106 on $10k1.06%

−18.4%Worst dropSmaller wins−8.9%

22.1%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPA · SPYM

1.5%PLTR0.6%

9.4%GE0.5%

9.5%RTX0.4%

2.2%APH0.3%

Held in common3.4%

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	APPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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	APPA	Invesco Aerospace & Defense ETFRead Desk		0.58%	0.44%	−4.0%	−3.3%	−2.5%	+23.6%	+16.4%	−18.4%	$7.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

PPA vs SPYM

PPA

Invesco Aerospace & Defense

$21,409

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePPASPYM

Fee0.58%0.02%

Cost on $10k a year$58$2

Yield0.44%1.06%

5 years, per year+16.4%+11.4%

3 years, per year+23.6%+22.1%

Worst drop · 1Y−18.4%−8.9%

Volatility · 1Y22.1%13.6%

4–2measures won
SPYM first

3.4%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PPA, SPYM

Today

3.4%most shared, PPA and SPYM

PPASPYM

PPA—3.4%

SPYM3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PPA$44 − $58 = −$14

KeptFee

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