PXF vs SPY

APXF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,767PXF · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income3.30%PXF · $330 on $10k

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

Held in common0.4%PXF and SPY

PXF

SPY

Invesco RAFI Developed Markets ex-U.S. ETF · $3.0BState Street SPDR S&P 500 ETF · $805B

+25.9%3 years · per year$19,942 · $18,174+22.0%

+13.4%5 years · per year$18,767 · $17,099+11.3%

0.43%Expense ratio$43 · $9 on $10k · lower wins0.09%

3.30%12-mo yield$330 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPXF · SPY

0.1%MDT0.2%

0.2%NXPI0.1%

0.1%GRMN0.1%

0.0%SW0.0%

Held in common0.4%

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	APXF	Invesco RAFI Developed Markets ex-U.S. ETFRead Desk		0.43%	3.30%	−2.8%	+17.9%	+26.6%	+25.9%	+13.4%	−10.9%	$3.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	APXF	Invesco RAFI Developed Markets ex-U.S. ETFRead Desk		0.43%	3.30%	−2.8%	+17.9%	+26.6%	+25.9%	+13.4%	−10.9%	$3.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

PXF vs SPY

PXF

Invesco RAFI Developed Markets ex-U.S.

$18,767

SPY

SPDR S&P 500

$17,099

MeasurePXFSPY

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield3.30%1.03%

5 years, per year+13.4%+11.3%

3 years, per year+25.9%+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y17.0%13.6%

3–3measures won
level

0.4%

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$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: PXF, SPY

Today

0.4%most shared, PXF and SPY

PXFSPY

PXF—0.4%

SPY0.4%—

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

Income After Fees on $10,000

$287most kept, PXF

PXF$330 − $43 = $287

SPY$103 − $9 = $94

KeptFee

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