PRFZ vs SPYM

APRFZ

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · PRFZ $14,468

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 common0.5%PRFZ and SPYM

PRFZ

SPYM

Invesco RAFI US 1500 Small-Mid ETF · $2.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.1%3 years · per year$17,342 · $18,222+22.1%

+7.7%5 years · per year$14,468 · $17,164+11.4%

0.36%Expense ratio$36 · $2 on $10k · lower wins0.02%

0.86%12-mo yield$86 · $106 on $10k1.06%

−10.4%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRFZ · SPYM

0.1%BE0.1%

0.1%CVNA0.1%

0.1%IBKR0.1%

0.2%AXON0.1%

Held in common0.5%

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	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
2	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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	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
2	APRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk		0.36%	0.86%	−4.3%	+13.4%	+17.2%	+20.1%	+7.7%	−10.4%	$2.7B

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

PRFZ vs SPYM

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,468

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePRFZSPYM

Fee0.36%0.02%

Cost on $10k a year$36$2

Yield0.86%1.06%

5 years, per year+7.7%+11.4%

3 years, per year+20.1%+22.1%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y17.4%13.6%

6–0measures won
SPYM first

0.5%

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: PRFZ, SPYM

Today

0.5%most shared, PRFZ and SPYM

PRFZSPYM

PRFZ—0.5%

SPYM0.5%—

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

PRFZ$86 − $36 = $50

KeptFee

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