SPHQ vs SPYM

ASPHQ

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPHQ $17,264

Lowest cost0.02%SPYM · $2 on $10k

Most income1.04%SPHQ · $104 on $10k

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

Held in common19.4%SPHQ and SPYM

SPHQ

SPYM

Invesco S&P 500 Quality ETF · $18.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+21.7%3 years · per year$18,010 · $19,092+24.1%

+11.5%5 years · per year$17,264 · $17,749+12.2%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.04%12-mo yield$104 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.7%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHQ · SPYM

5.9%AAPL7.7%

6.7%V1.1%

6.8%MA0.8%

4.5%COST0.7%

Held in common19.4%

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	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
2	ASPHQ	Invesco S&P 500 Quality ETFRead Desk		0.20%	1.04%	+0.3%	+12.0%	+13.8%	+21.7%	+11.5%	−8.9%	$18.6B

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	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
2	ASPHQ	Invesco S&P 500 Quality ETFRead Desk		0.20%	1.04%	+0.3%	+12.0%	+13.8%	+21.7%	+11.5%	−8.9%	$18.6B

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

SPHQ vs SPYM

SPHQ

Invesco S&P 500 Quality

$17,264

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSPHQSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.04%1.03%

5 years, per year+11.5%+12.2%

3 years, per year+21.7%+24.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.8%12.7%

4–0measures won
SPYM first

19.4%

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: SPHQ, SPYM

Today

19.4%most shared, SPHQ and SPYM

SPHQSPYM

SPHQ—19.4%

SPYM19.4%—

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

SPHQ$104 − $20 = $84

KeptFee

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