Compare · 3 funds side by side · dividends reinvested

AIRR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,885AIRR · best of the three

02 / 04

AIRR, SPYM and SPY, 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%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.10%−7.8%−7.6%+24.0%+15.9%−32.0%29.6%$8.6B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIRR 2014 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust RBA American Industrial RenaissanceTM ETF · $8.6B$20,885

AIRR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AIRRMeasureSPYM

−7.8%Year to dateJan 1 → Nov 5+8.4%

−7.6%1 yearTotal return+9.8%

+24.0%3 years · per year$10,000 became $19,074 · $18,222+22.1%

+15.9%5 years · per year$10,000 became $20,885 · $17,164+11.4%

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

0.10%Trailing 12-mo yield$10 · $106 a year on $10k1.06%

−32.0%Worst dropSmaller is better−8.9%

29.6%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

AIRR vs SPYM: Top 5 Holdings

Today

AIRR

18.3%in top 5

SPYM

in top 527.7%

AIRRStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.2%NXTnot top 5

not top 5AMZN3.9%

3.6%CHRWnot top 5

3.6%OCnot top 5

3.4%HIInot top 5

3.4%HRInot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

AIRR vs SPYM Returns, Every Period

First TrustAIRR

+15.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

AIRRSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: AIRR vs SPYM

YTD

First TrustAIRR

−7.8%

SPYMSPDR

+8.4%

−7.8%Year to date+8.4%

−32.0%Worst drop · 1Y−8.9%

29.6%Volatility · 1Y13.6%

0.1%Yield1.1%

$8.6BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: AIRR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AIRR0.69%$69

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

Yields: AIRR, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

AIRR0.10%$10

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

AIRR$10 − $69 = −$59

KeptFee

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

Overlap: AIRR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AIRRSPYMSPY

AIRR—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

AIRRWorst drop−32.0%29.6% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026