Compare · 3 funds side by side · dividends reinvested

ARTY, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

ARTY, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+36.2%+27.9%+32.1%+9.0%−24.0%40.6%$3.5B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: ARTY 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI & Tech ETF · $3.5B$15,395

ARTY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

ARTYMeasureSPYM

+36.2%Year to dateJan 1 → Nov 4+13.4%

+27.9%1 yearTotal return+13.5%

+32.1%3 years · per year$10,000 became $23,042 · $19,186+24.3%

+9.0%5 years · per year$10,000 became $15,395 · $18,126+12.6%

0.47%Expense ratio$47 · $2 a year on $10k · lower is better0.02%

0.07%Trailing 12-mo yield$7 · $101 a year on $10k1.01%

−24.0%Worst dropSmaller is better−8.9%

40.6%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARTY vs SPYM: Top 5 Holdings

Today

ARTY

23.6%in top 5

SPYM

in top 527.3%

ARTYStockSPYM

4.7%NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.2%AMDnot top 5

4.8%AVGOnot top 5

4.6%2330.TWnot top 5

4.3%MUnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common15.8%

End-of-day Nov 4, 2026 · share of each fund

ARTY vs SPYM Returns, Every Period

iSharesARTY

+9.0%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ARTYSPYMFaded: behind in that period

3–1ARTY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ARTY vs SPYM

YTD

iSharesARTY

+36.2%

SPYMSPDR

+13.4%

+36.2%Year to date+13.4%

−24.0%Worst drop · 1Y−8.9%

40.6%Volatility · 1Y12.8%

0.1%Yield1.0%

$3.5BAssets$182B

3–1SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARTY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ARTY0.47%$47

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ARTY, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

ARTY0.07%$7

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ARTY, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ARTYSPYMSPY

ARTY—15.8%15.8%

SPYM15.8%—99.8%

SPY15.8%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.9%ARTY, at 40.6% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

ARTYWorst drop−24.0%40.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMARTY

+13.4%Year to date+36.2%

1.0%Yield0.1%

+13.5%Past year+27.9%

0.02%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026