Compare · 2 funds side by side · dividends reinvested

AOK and SPYM

AOKiShares×SPYMSPDR×

Versus in desk

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

02 / 04

AOK 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

iShares Core 30/70 Conservative Allocation ETFUnsorted0.20%3.51%+4.0%+4.7%+9.9%+3.4%−4.5%6.3%$858M1.6

Rank among the two1st → 2ndFee, 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: AOK 2008 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 30/70 Conservative Allocation ETF · $858M$11,815

AOK

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

AOKMeasureSPYM

+4.0%Year to dateJan 1 → Nov 9+11.3%

+4.7%1 yearTotal return+13.6%

+9.9%3 years · per year$10,000 became $13,289 · $18,161+22.0%

+3.4%5 years · per year$10,000 became $11,815 · $17,553+11.9%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

3.51%Trailing 12-mo yield$351 · $103 a year on $10k1.03%

−4.5%Worst dropSmaller is better−8.9%

6.3%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

AOK vs SPYM: Top 5 Holdings

Today

AOK

4.6%in top 5

SPYM

in top 527.8%

AOKStockSPYM

1.3%AAPL7.9%

1.2%NVDA7.1%

1.0%MSFT6.2%

0.7%AMZN4.0%

0.4%GOOGL2.6%

Held in common16.0%

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

AOK vs SPYM Returns, Every Period

iSharesAOK

+3.4%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

AOKSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: AOK vs SPYM

YTD

iSharesAOK

+4.0%

SPYMSPDR

+11.3%

+4.0%Year to date+11.3%

−4.5%Worst drop · 1Y−8.9%

6.3%Volatility · 1Y13.7%

3.5%Yield1.0%

$858MAssets$179B

3–1AOK wins

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

Cost, Income and Risk

Fees: AOK, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AOK0.20%$20

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

Yields: AOK, SPYM

3.51%highest, AOK

FundTrailing yieldYield$10k

AOK3.51%$351

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$331most kept, AOK

AOK$351 − $20 = $331

SPYM$103 − $2 = $101

KeptFee

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

Overlap: AOK, SPYM

Today

16.0%most shared, AOK and SPYM

AOKSPYM

AOK—16.0%

SPYM16.0%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

AOKWorst drop−4.5%6.3% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

AOKSPYM

+4.0%Year to date+11.3%

3.5%Yield1.0%

+4.7%Past year+13.6%

0.20%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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