Compare · 2 funds side by side · dividends reinvested

AIPO and SPYM

AIPODefiance×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

AIPO 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

Defiance AI & Power Infrastructure ETFThematic · AI & semis0.69%0.01%−2.2%−10.1%[…][…]−37.8%40.6%$778M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIPO 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Defiance AI & Power Infrastructure ETF · $778M[…]

AIPO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

AIPOMeasureSPYM

−2.2%Year to dateJan 1 → Nov 5+8.4%

−10.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

0.01%Trailing 12-mo yield$1 · $106 a year on $10k1.06%

−37.8%Worst dropSmaller is better−8.9%

40.6%VolatilityLower is calmer13.6%

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

0–6SPYM wins

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

More Ways to See the Pairs

AIPO vs SPYM: Top 5 Holdings

Today

AIPO

37.5%in top 5

SPYM

in top 527.7%

AIPOStockSPYM

9.2%PWRnot top 5

8.7%GEVnot top 5

8.4%ETNnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.6%VRTnot top 5

not top 5MSFT6.2%

4.7%BEnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common12.4%

End-of-day Nov 5, 2026 · share of each fund

AIPO vs SPYM Returns, Every Period

DefianceAIPO

−10.1%

past year

SPYMSPDR

+9.8%

past year

AIPOSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AIPO vs SPYM

YTD

DefianceAIPO

−2.2%

SPYMSPDR

+8.4%

−2.2%Year to date+8.4%

−37.8%Worst drop · 1Y−8.9%

40.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$778MAssets$182B

4–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIPO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AIPO0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIPO, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

AIPO0.01%$1

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

AIPO$1 − $69 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIPO, SPYM

Today

12.4%most shared, AIPO and SPYM

AIPOSPYM

AIPO—12.4%

SPYM12.4%—

End-of-day Nov 5, 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

AIPOWorst drop−37.8%40.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMAIPO

+8.4%Year to date−2.2%

1.1%Yield0.0%

+9.8%Past year−10.1%

0.02%Fee0.69%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026