PSET vs SPYM5YPSETPSETAvsBSPYMSPYMPrincipal Quality ETF · $26MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+14.6%3 years · per year$15,052 · $17,936+21.5%+8.5%5 years · per year$15,058 · $17,429+11.8%Cost and income0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%0.76%12-mo yield$76 · $103 on $10k1.03%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$183.2B2APSETPrincipal Quality ETFReadDesk0.15%0.76%0.0%+5.2%+4.5%+14.6%+8.5%−12.9%$26MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.3%+10.9%+13.1%+21.5%+11.8%−8.9%$183.2B2APSETPrincipal Quality ETFReadDesk0.15%0.76%0.0%+5.2%+4.5%+14.6%+8.5%−12.9%$26MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: PSET, SPYMToday[…]holdings […]PSETSPYMPSET—[…]SPYM[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
PSET vs SPYM5YAPSETPrincipal Quality$15,058vsSPYMBSPDR Portfolio S&P 500$17,429$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: PSET, SPYMToday[…]holdings […]PSETSPYMPSET—[…]SPYM[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$101most kept, SPYMSPYM$103 − $2 = $101PSET$76 − $15 = $61KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee