Compare · 2 funds side by side · dividends reinvested

AOR and SPYM

AORiShares×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

AOR 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%$182B1.4

iShares Core 60/40 Balanced Allocation ETFUnsorted0.20%2.70%+5.2%+6.9%+14.8%+6.0%−6.6%9.6%$3.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AOR 2008 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core 60/40 Balanced Allocation ETF · $3.9B$13,361

AOR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

AORMeasureSPYM

+5.2%Year to dateJan 1 → Nov 5+8.4%

+6.9%1 yearTotal return+9.8%

+14.8%3 years · per year$10,000 became $15,145 · $18,222+22.1%

+6.0%5 years · per year$10,000 became $13,361 · $17,164+11.4%

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

2.70%Trailing 12-mo yield$270 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

AOR vs SPYM: Top 5 Holdings

Today

AOR

9.5%in top 5

SPYM

in top 527.7%

AORStockSPYM

2.6%AAPL7.7%

2.5%NVDA7.3%

2.1%MSFT6.2%

1.3%AMZN3.9%

0.9%GOOGL2.6%

Held in common34.0%

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

AOR vs SPYM Returns, Every Period

iSharesAOR

+6.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

AORSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: AOR vs SPYM

YTD

iSharesAOR

+5.2%

SPYMSPDR

+8.4%

+5.2%Year to date+8.4%

−6.6%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y13.6%

2.7%Yield1.1%

$3.9BAssets$182B

3–1AOR wins

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

Cost, Income and Risk

Fees: AOR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

AOR0.20%$20

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

Yields: AOR, SPYM

2.70%highest, AOR

FundTrailing yieldYield$10k

AOR2.70%$270

SPYM1.06%$106

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

Income After Fees on $10,000

$250most kept, AOR

AOR$270 − $20 = $250

SPYM$106 − $2 = $104

KeptFee

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

Overlap: AOR, SPYM

Today

34.0%most shared, AOR and SPYM

AORSPYM

AOR—34.0%

SPYM34.0%—

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

AORWorst drop−6.6%9.6% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

AORSPYM

+5.2%Year to date+8.4%

2.7%Yield1.1%

+6.9%Past year+9.8%

0.20%Fee0.02%

3–1SPYM 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