SPGP vs SPY

ASPGP

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SPGP $14,433

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common17.8%SPGP and SPY

SPGP

SPY

Invesco S&P 500 GARP ETF · $2.1BState Street SPDR S&P 500 ETF · $805B

+14.1%3 years · per year$14,856 · $18,174+22.0%

+7.6%5 years · per year$14,433 · $17,099+11.3%

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

0.76%12-mo yield$76 · $103 on $10k1.03%

−11.2%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPGP · SPY

2.1%NVDA7.3%

2.2%LLY1.7%

1.7%META2.1%

1.4%BRK-B1.6%

Held in common17.8%

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	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
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.76%	−2.1%	+11.1%	+14.6%	+14.1%	+7.6%	−11.2%	$2.1B

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	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
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.76%	−2.1%	+11.1%	+14.6%	+14.1%	+7.6%	−11.2%	$2.1B

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

SPGP vs SPY

SPGP

Invesco S&P 500 GARP

$14,433

SPY

SPDR S&P 500

$17,099

MeasureSPGPSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield0.76%1.03%

5 years, per year+7.6%+11.3%

3 years, per year+14.1%+22.0%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y15.7%13.6%

6–0measures won
SPY first

17.8%

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: SPGP, SPY

Today

17.8%most shared, SPGP and SPY

SPGPSPY

SPGP—17.8%

SPY17.8%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SPGP$76 − $34 = $42

KeptFee

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