SPGP vs SPYM

ASPGP

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPGP $14,295

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 common17.8%SPGP and SPYM

SPGP

SPYM

Invesco S&P 500 GARP ETF · $2.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.7%3 years · per year$14,693 · $18,082+21.8%

+7.4%5 years · per year$14,295 · $17,192+11.4%

0.34%Expense ratio$34 · $2 on $10k · lower wins0.02%

0.77%12-mo yield$77 · $105 on $10k1.05%

−11.2%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPGP · SPYM

2.0%NVDA6.9%

2.2%LLY1.7%

1.6%META2.1%

1.4%BRK-B1.7%

Held in common17.8%

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	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
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.77%	−0.4%	+10.6%	+13.6%	+13.7%	+7.4%	−11.2%	$2.2B

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	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
2	ASPGP	Invesco S&P 500 GARP ETFRead Desk		0.34%	0.77%	−0.4%	+10.6%	+13.6%	+13.7%	+7.4%	−11.2%	$2.2B

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

SPGP vs SPYM

SPGP

Invesco S&P 500 GARP

$14,295

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSPGPSPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield0.77%1.05%

5 years, per year+7.4%+11.4%

3 years, per year+13.7%+21.8%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y15.7%13.6%

6–0measures won
SPYM first

17.8%

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: SPGP, SPYM

Today

17.8%most shared, SPGP and SPYM

SPGPSPYM

SPGP—17.8%

SPYM17.8%—

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

SPGP$77 − $34 = $43

KeptFee

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