Compare · 2 funds side by side · dividends reinvested

AFOS and SPYM

AFOSARS×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

AFOS 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%$182B1.3

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.25%+17.7%+24.6%[…][…]−16.5%24.7%$269M1.7

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: AFOS 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $269M[…]

AFOS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

AFOSMeasureSPYM

+17.7%Year to dateJan 1 → Nov 6+8.8%

+24.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.46%Expense ratio$46 · $2 a year on $10k · lower is better0.02%

0.25%Trailing 12-mo yield$25 · $105 a year on $10k1.05%

−16.5%Worst dropSmaller is better−8.9%

24.7%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

AFOS vs SPYM: Top 5 Holdings

Today

AFOS

22.6%in top 5

SPYM

in top 527.8%

AFOSStockSPYM

not top 5AAPL7.9%

4.2%NVDA6.9%

4.9%MSFT6.3%

5.0%NEMnot top 5

4.4%MPCnot top 5

4.2%GOOGL2.6%

not top 5AMZN4.0%

Held in common22.9%

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

AFOS vs SPYM Returns, Every Period

ARSAFOS

+24.6%

past year

SPYMSPDR

+9.8%

past year

AFOSSPYMFaded: behind in that period

2–0AFOS wins

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

Unsorted vs Core: AFOS vs SPYM

YTD

ARSAFOS

+17.7%

SPYMSPDR

+8.8%

+17.7%Year to date+8.8%

−16.5%Worst drop · 1Y−8.9%

24.7%Volatility · 1Y13.6%

0.3%Yield1.1%

$269MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: AFOS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AFOS0.46%$46

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

Yields: AFOS, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

AFOS0.25%$25

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

AFOS$25 − $46 = −$21

KeptFee

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

Overlap: AFOS, SPYM

Today

22.9%most shared, AFOS and SPYM

AFOSSPYM

AFOS—22.9%

SPYM22.9%—

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

Return vs Bumpiness: 2 ETFs

+24.6%AFOS, at 24.7% volatility

SPYMWorst drop−8.9%13.6% vol

AFOSWorst drop−16.5%24.7% vol

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

Paid More vs Made More

YTD

SPYMAFOS

+8.8%Year to date+17.7%

1.1%Yield0.3%

+9.8%Past year+24.6%

0.02%Fee0.46%

2–2level

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