VRP vs SPYM

AVRP

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VRP $12,188

Lowest cost0.02%SPYM · $2 on $10k

Most income5.88%VRP · $588 on $10k

Smallest drop−2.9%VRP · worst fall in 1Y

Held in common0.0%VRP and SPYM

VRP

SPYM

Invesco Variable Rate Preferred ETF · $3.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+8.8%3 years · per year$12,894 · $18,161+22.0%

+4.0%5 years · per year$12,187 · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

5.88%12-mo yield$588 · $103 on $10k1.03%

−2.9%Worst dropSmaller wins−8.9%

3.0%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVRP · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	AVRP	Invesco Variable Rate Preferred ETFRead Desk		0.50%	5.88%	+0.4%	+1.9%	+2.5%	+8.8%	+4.0%	−2.9%	$3.0B

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	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
2	AVRP	Invesco Variable Rate Preferred ETFRead Desk		0.50%	5.88%	+0.4%	+1.9%	+2.5%	+8.8%	+4.0%	−2.9%	$3.0B

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

VRP vs SPYM

VRP

Invesco Variable Rate Preferred

$12,188

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureVRPSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield5.88%1.03%

5 years, per year+4.0%+11.9%

3 years, per year+8.8%+22.0%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y3.0%13.7%

3–3measures won
level

0.0%

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: VRP, SPYM

Today

0.0%most shared, VRP and SPYM

VRPSPYM

VRP—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$538most kept, VRP

VRP$588 − $50 = $538

SPYM$103 − $2 = $101

KeptFee

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