Compare · 2 funds side by side · dividends reinvested

APUE and SPYM

APUEActivePassive×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

APUE 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

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+8.9%+11.1%+21.9%[…]−9.0%13.5%$2.5B1.6

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: APUE 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 85.2% in common

APUEMeasureSPYM

+8.9%Year to dateJan 1 → Nov 5+8.4%

+11.1%1 yearTotal return+9.8%

+21.9%3 years · per year$10,000 became $18,130 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

0.76%Trailing 12-mo yield$76 · $106 a year on $10k1.06%

−9.0%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

APUE vs SPYM: Top 5 Holdings

Today

APUE

27.2%in top 5

SPYM

in top 527.7%

APUEStockSPYM

7.0%AAPL7.7%

6.3%NVDA7.3%

5.7%MSFT6.2%

4.5%DFASnot top 5

3.6%AMZN3.9%

not top 5GOOGL2.6%

Held in common85.2%

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

APUE vs SPYM Returns, Every Period

ActivePassiveAPUE

+11.1%

past year

SPYMSPDR

+9.8%

past year

APUESPYMFaded: behind in that period

2–1APUE wins

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

Stocks vs Core: APUE vs SPYM

YTD

ActivePassiveAPUE

+8.9%

SPYMSPDR

+8.4%

+8.9%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.6%

0.8%Yield1.1%

$2.5BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: APUE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

APUE0.31%$31

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

Yields: APUE, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

APUE0.76%$76

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

APUE$76 − $31 = $45

KeptFee

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

Overlap: APUE, SPYM

Today

85.2%most shared, APUE and SPYM

APUESPYM

APUE—85.2%

SPYM85.2%—

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

Return vs Bumpiness: 2 ETFs

+11.1%APUE, at 13.5% volatility

APUEWorst drop−9.0%13.5% 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

SPYMAPUE

+8.4%Year to date+8.9%

1.1%Yield0.8%

+9.8%Past year+11.1%

0.02%Fee0.31%

2–2level

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