Compare · 2 funds side by side · dividends reinvested

BAGX and SPYM

BAGXBridgeway×SPYMSPDR×

Versus in desk

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

02 / 03

BAGX 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.0

EA Series Trust - EA Bridgeway Aggressive Investors ETFUnsorted0.73%0.00%[…][…][…][…][…][…]$184M2.0

Rank among the two1st → 2ndFee, 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: BAGX 1994 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - EA Bridgeway Aggressive Investors ETF · $184M[…]

BAGX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

BAGXMeasureSPYM

[…]Year to dateJan 1 → Nov 6+8.8%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

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

0.73%Expense ratio$73 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BAGX vs SPYM: Top 5 Holdings

Today

BAGX

19.6%in top 5

SPYM

in top 527.8%

BAGXStockSPYM

5.2%AAPL7.9%

4.7%NVDA6.9%

4.2%MSFT6.3%

1.8%AMZN4.0%

3.7%GOOGL2.6%

Held in common32.4%

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

BAGX vs SPYM Returns, Every Period

BridgewayBAGX

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

BAGXSPYMFaded: behind in that period

0–0Level

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

Unsorted vs Core: BAGX vs SPYM

YTD

BridgewayBAGX

[…]

SPYMSPDR

+8.8%

[…]Year to date+8.8%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$184MAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: BAGX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BAGX0.73%$73

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

Yields: BAGX, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

BAGX0.00%$0

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

BAGX$0 − $73 = −$73

KeptFee

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

Overlap: BAGX, SPYM

Today

32.4%most shared, BAGX and SPYM

BAGXSPYM

BAGX—32.4%

SPYM32.4%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

BAGXWorst drop[…][…]

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

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026