PXE vs SPYM

APXE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$22,242PXE · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.48%PXE · $148 on $10k

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

Held in common1.2%PXE and SPYM

PXE

SPYM

Invesco Energy Exploration & Production ETF · $166MState Street SPDR Portfolio S&P 500 ETF · $185B

+12.5%3 years · per year$14,248 · $19,092+24.1%

+17.3%5 years · per year$22,242 · $17,749+12.2%

0.67%Expense ratio$67 · $2 on $10k · lower wins0.02%

1.48%12-mo yield$148 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

28.6%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXE · SPYM

5.1%COP0.3%

5.6%MPC0.2%

5.2%VLO0.2%

5.4%PSX0.2%

Held in common1.2%

End-of-day Nov 3, 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	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.48%	−1.7%	+53.0%	+53.4%	+12.5%	+17.3%	−16.7%	$166M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.48%	−1.7%	+53.0%	+53.4%	+12.5%	+17.3%	−16.7%	$166M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PXE vs SPYM

PXE

Invesco Energy Exploration & Production

$22,242

SPYM

SPDR Portfolio S&P 500

$17,749

MeasurePXESPYM

Fee0.67%0.02%

Cost on $10k a year$67$2

Yield1.48%1.03%

5 years, per year+17.3%+12.2%

3 years, per year+12.5%+24.1%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y28.6%12.7%

4–2measures won
SPYM first

1.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PXE, SPYM

Today

1.2%most shared, PXE and SPYM

PXESPYM

PXE—1.2%

SPYM1.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

PXE$148 − $67 = $81

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee