PSI vs SPYM

APSI

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$23,063PSI · SPYM $17,192

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 common4.5%PSI and SPYM

PSI

SPYM

Invesco Semiconductors ETF · $2.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+38.9%3 years · per year$26,799 · $18,082+21.8%

+18.2%5 years · per year$23,063 · $17,192+11.4%

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

0.02%12-mo yield$2 · $105 on $10k1.05%

−48.4%Worst dropSmaller wins−8.9%

57.2%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSI · SPYM

4.9%MU1.2%

5.9%AMD1.0%

4.2%INTC0.4%

7.5%TXN0.4%

Held in common4.5%

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	APSI	Invesco Semiconductors ETFRead Desk		0.55%	0.02%	+6.4%	+30.7%	+32.3%	+38.9%	+18.2%	−48.4%	$2.1B
2	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

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	APSI	Invesco Semiconductors ETFRead Desk		0.55%	0.02%	+6.4%	+30.7%	+32.3%	+38.9%	+18.2%	−48.4%	$2.1B
2	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

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

PSI vs SPYM

PSI

Invesco Semiconductors

$23,063

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePSISPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield0.02%1.05%

5 years, per year+18.2%+11.4%

3 years, per year+38.9%+21.8%

Worst drop · 1Y−48.4%−8.9%

Volatility · 1Y57.2%13.6%

4–2measures won
SPYM first

4.5%

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: PSI, SPYM

Today

4.5%most shared, PSI and SPYM

PSISPYM

PSI—4.5%

SPYM4.5%—

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

PSI$2 − $55 = −$53

KeptFee

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