Compare · 2 funds side by side · dividends reinvested

APIE and SPYM

APIEActivePassive×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

APIE 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.1

ActivePassive International Equity ETFInternational · Ex-US broad0.45%3.50%+6.0%+8.5%+19.9%[…]−12.4%16.5%$1.1B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: APIE 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive International Equity ETF · $1.1B[…]

APIE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

APIEMeasureSPYM

+6.0%Year to dateJan 1 → Nov 3+11.5%

+8.5%1 yearTotal return+11.9%

+19.9%3 years · per year$10,000 became $17,231 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

3.50%Trailing 12-mo yield$350 · $103 a year on $10k1.03%

−12.4%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer12.7%

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

1–6SPYM wins

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

More Ways to See the Pairs

APIE vs SPYM: Top 5 Holdings

Today

APIE

18.1%in top 5

SPYM

in top 527.4%

APIEStockSPYM

11.5%TSMnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

2.3%TCEHYnot top 5

1.6%ASMLnot top 5

1.5%BABAnot top 5

1.2%SAPGFnot top 5

Held in common0.4%

End-of-day Nov 3, 2026 · share of each fund

APIE vs SPYM Returns, Every Period

ActivePassiveAPIE

+8.5%

past year

SPYMSPDR

+11.9%

past year

APIESPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Core: APIE vs SPYM

YTD

ActivePassiveAPIE

+6.0%

SPYMSPDR

+11.5%

+6.0%Year to date+11.5%

−12.4%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y12.7%

3.5%Yield1.0%

$1.1BAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APIE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

APIE0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: APIE, SPYM

3.50%highest, APIE

FundTrailing yieldYield$10k

APIE3.50%$350

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, APIE

APIE$350 − $45 = $305

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: APIE, SPYM

Today

0.4%most shared, APIE and SPYM

APIESPYM

APIE—0.4%

SPYM0.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

APIEWorst drop−12.4%16.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

APIESPYM

+6.0%Year to date+11.5%

3.5%Yield1.0%

+8.5%Past year+11.9%

0.45%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026