Compare · 2 funds side by side · dividends reinvested

ABOT and SPYM

ABOTAbacus×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

ABOT 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

Abacus FCF Innovation Leaders ETFThematic · Disruptive tech0.59%0.27%+8.9%+6.3%+21.7%+8.8%−20.6%21.0%$5M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ABOT 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Abacus FCF Innovation Leaders ETF · $5M$15,226

ABOT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 15.4% in common

ABOTMeasureSPYM

+8.9%Year to dateJan 1 → Nov 6+8.8%

+6.3%1 yearTotal return+9.8%

+21.7%3 years · per year$10,000 became $18,038 · $18,082+21.8%

+8.8%5 years · per year$10,000 became $15,226 · $17,192+11.4%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

0.27%Trailing 12-mo yield$27 · $105 a year on $10k1.05%

−20.6%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABOT vs SPYM: Top 5 Holdings

Today

ABOT

19.8%in top 5

SPYM

in top 527.8%

ABOTStockSPYM

5.4%AAPL7.9%

4.2%NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.5%AVGOnot top 5

3.5%ABBVnot top 5

3.2%GILDnot top 5

not top 5GOOGL2.6%

Held in common15.4%

End-of-day Nov 6, 2026 · share of each fund

ABOT vs SPYM Returns, Every Period

AbacusABOT

+8.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

ABOTSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ABOT vs SPYM

YTD

AbacusABOT

+8.9%

SPYMSPDR

+8.8%

+8.9%Year to date+8.8%

−20.6%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.6%

0.3%Yield1.1%

$4.5MAssets$182B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABOT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ABOT0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ABOT, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

ABOT0.27%$27

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

ABOT$27 − $59 = −$32

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ABOT, SPYM

Today

15.4%most shared, ABOT and SPYM

ABOTSPYM

ABOT—15.4%

SPYM15.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

ABOTWorst drop−20.6%21.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMABOT

+8.8%Year to date+8.9%

1.1%Yield0.3%

+9.8%Past year+6.3%

0.02%Fee0.59%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026