Compare · 3 funds side by side · dividends reinvested

ABEQ, SPYM and SPY

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

02 / 04

ABEQ, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Absolute Select Value ETFUS Stock Styles · Value1.13%1.12%+12.7%+16.9%+15.5%+9.5%−7.9%9.5%$147M1.8

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%$179B1.8

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%$778B2.5

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: ABEQ 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Absolute Select Value ETF · $147M$15,724

ABEQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

ABEQMeasureSPYM

+12.7%Year to dateJan 1 → Nov 9+11.3%

+16.9%1 yearTotal return+13.6%

+15.5%3 years · per year$10,000 became $15,411 · $18,161+22.0%

+9.5%5 years · per year$10,000 became $15,724 · $17,553+11.9%

1.13%Expense ratio$113 · $2 a year on $10k · lower is better0.02%

1.12%Trailing 12-mo yield$112 · $103 a year on $10k1.03%

−7.9%Worst dropSmaller is better−8.9%

9.5%VolatilityLower is calmer13.7%

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

5–3ABEQ wins

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

More Ways to See the Pairs

ABEQ vs SPYM: Top 5 Holdings

Today

ABEQ

39.0%in top 5

SPYM

in top 527.8%

ABEQStockSPYM

11.7%BRK-Bnot top 5

not top 5AAPL7.9%

7.6%FNVnot top 5

not top 5NVDA7.1%

7.0%Lnot top 5

6.6%ULnot top 5

not top 5MSFT6.2%

6.0%MDTnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common3.2%

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

ABEQ vs SPYM Returns, Every Period

AbsoluteABEQ

+9.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

ABEQSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: ABEQ vs SPYM

YTD

AbsoluteABEQ

+12.7%

SPYMSPDR

+11.3%

+12.7%Year to date+11.3%

−7.9%Worst drop · 1Y−8.9%

9.5%Volatility · 1Y13.7%

1.1%Yield1.0%

$147MAssets$179B

4–0ABEQ wins

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

Cost, Income and Risk

Fees: ABEQ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ABEQ1.13%$113

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

Yields: ABEQ, SPYM, SPY

1.12%highest, ABEQ

FundTrailing yieldYield$10k

ABEQ1.12%$112

SPYM1.03%$103

SPY1.01%$101

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

ABEQ$112 − $113 = −$1

KeptFee

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

Overlap: ABEQ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ABEQSPYMSPY

ABEQ—3.2%3.2%

SPYM3.2%—99.9%

SPY3.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.9%ABEQ, at 9.5% volatility

ABEQWorst drop−7.9%9.5% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

ABEQSPYM

+12.7%Year to date+11.3%

1.1%Yield1.0%

+16.9%Past year+13.6%

1.13%Fee0.02%

3–1ABEQ 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%

$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