Compare · 3 funds side by side · dividends reinvested

SPY, TIZE and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

SPY, TIZE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · TIZE 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$18,118

SPY

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 three years ago, dividends reinvested

SPYMeasureTIZE

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,118 · […][…]

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $40 a year on $10k · lower is better0.40%

1.01%Trailing 12-mo yield$101 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

SPYTIZE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–0SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs TIZE: Top 5 Holdings

Today

SPY

27.8%in top 5

TIZE

in top 5[…]

SPYStockTIZE

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SPY vs TIZE Returns, Every Period

SPDRSPY

+13.5%

past year

TIZETCW

[…]

past year

Returns […]

SPYTIZEFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPY vs SPYM

YTD

SPDRSPY

+11.2%

SPYMSPDR

+11.3%

+11.2%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.0%Yield1.0%

$778BAssets$179B

1–0SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, TIZE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

TIZE0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, TIZE, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

TIZE0.76%$76

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

TIZE$76 − $40 = $36

KeptFee

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

Overlap: SPY, TIZE, SPYM

Today

99.9%most shared, SPY and SPYM

SPYTIZESPYM

SPY—[…]99.9%

TIZE[…]—[…]

SPYM99.9%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+11.3%Year to date+11.2%

1.0%Yield1.0%

+13.6%Past year+13.5%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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