Compare · 3 funds side by side · dividends reinvested

APIE, SPYM and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

APIE, SPYM and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.8

ActivePassive International Equity ETFInternational · Ex-US broad0.45%3.50%+6.2%+8.8%+18.9%[…]−12.4%16.8%$1.1B2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: APIE 2023 · SPYM 2005 · VTI 2001

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 · $182B$17,192

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

APIEMeasureSPYM

+6.2%Year to dateJan 1 → Nov 6+8.8%

+8.8%1 yearTotal return+9.8%

+18.9%3 years · per year$10,000 became $16,827 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

3.50%Trailing 12-mo yield$350 · $105 a year on $10k1.05%

−12.4%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer13.6%

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

1–6SPYM wins

End-of-day Nov 6, 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

17.0%in top 5

SPYM

in top 527.8%

APIEStockSPYM

10.3%TSMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.5%TCEHYnot top 5

1.6%BABAnot top 5

1.4%ASMLnot top 5

1.2%SAPGFnot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

APIE vs SPYM Returns, Every Period

ActivePassiveAPIE

+8.8%

past year

SPYMSPDR

+9.8%

past year

APIESPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: APIE vs VTI

YTD

ActivePassiveAPIE

+6.2%

VTIVanguard

+8.9%

+6.2%Year to date+8.9%

−12.4%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y13.7%

3.5%Yield1.1%

$1.1BAssets$689B

3–1VTI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APIE, SPYM, VTI

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

APIE0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: APIE, SPYM, VTI

3.50%highest, APIE

FundTrailing yieldYield$10k

APIE3.50%$350

VTI1.09%$109

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, APIE

APIE$350 − $45 = $305

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: APIE, SPYM, VTI

Today

85.5%most shared, SPYM and VTI

APIESPYMVTI

APIE—0.4%0.3%

SPYM0.4%—85.5%

VTI0.3%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

APIEWorst drop−12.4%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

APIEVTI

+6.2%Year to date+8.9%

3.5%Yield1.1%

+8.8%Past year+9.9%

0.45%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026