XSHQ vs SPYM

AXSHQ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · XSHQ $13,191

Lowest cost0.02%SPYM · $2 on $10k

Most income1.19%XSHQ · $119 on $10k

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

Held in common0.0%XSHQ and SPYM

XSHQ

SPYM

Invesco S&P SmallCap Quality ETF · $299MState Street SPDR Portfolio S&P 500 ETF · $185B

+12.9%3 years · per year$14,391 · $19,092+24.1%

+5.7%5 years · per year$13,191 · $17,749+12.2%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

1.19%12-mo yield$119 · $103 on $10k1.03%

−9.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHQ · SPYM

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

Held in common0.0%

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	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.19%	−0.3%	+11.7%	+14.2%	+12.9%	+5.7%	−9.9%	$299M

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	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.19%	−0.3%	+11.7%	+14.2%	+12.9%	+5.7%	−9.9%	$299M

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

XSHQ vs SPYM

XSHQ

Invesco S&P SmallCap Quality

$13,191

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXSHQSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield1.19%1.03%

5 years, per year+5.7%+12.2%

3 years, per year+12.9%+24.1%

Worst drop · 1Y−9.9%−8.9%

Volatility · 1Y15.6%12.7%

5–1measures won
SPYM first

0.0%

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: XSHQ, SPYM

Today

0.0%most shared, XSHQ and SPYM

XSHQSPYM

XSHQ—0.0%

SPYM0.0%—

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

XSHQ$119 − $29 = $90

KeptFee

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