PXI vs SPYM

APXI

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,362PXI · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.26%PXI · $126 on $10k

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

Held in common3.0%PXI and SPYM

PXI

SPYM

Invesco Dorsey Wright Energy Momentum ETF · $67MState Street SPDR Portfolio S&P 500 ETF · $179B

+10.3%3 years · per year$13,412 · $18,161+22.0%

+12.9%5 years · per year$18,362 · $17,553+11.9%

0.85%Expense ratio$85 · $2 on $10k · lower wins0.02%

1.26%12-mo yield$126 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

25.9%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXI · SPYM

3.4%XOM1.1%

2.8%CVX0.7%

3.0%COP0.3%

3.6%MPC0.2%

Held in common3.0%

End-of-day Nov 9, 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	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.26%	+0.8%	+27.4%	+26.2%	+10.3%	+12.9%	−16.7%	$67M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.26%	+0.8%	+27.4%	+26.2%	+10.3%	+12.9%	−16.7%	$67M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PXI vs SPYM

PXI

Invesco Dorsey Wright Energy Momentum

$18,362

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePXISPYM

Fee0.85%0.02%

Cost on $10k a year$85$2

Yield1.26%1.03%

5 years, per year+12.9%+11.9%

3 years, per year+10.3%+22.0%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y25.9%13.7%

4–2measures won
SPYM first

3.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: PXI, SPYM

Today

3.0%most shared, PXI and SPYM

PXISPYM

PXI—3.0%

SPYM3.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

PXI$126 − $85 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee