Compare · 2 funds side by side · dividends reinvested

BFOR and SPYM

BFORALPS×SPYMSPDR×

Versus in desk

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

02 / 04

BFOR 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.3

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$241M1.8

Rank among the two1st → 2ndFee, 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: BFOR 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $241M$16,188

BFOR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

BFORMeasureSPYM

+14.9%Year to dateJan 1 → Nov 4+13.4%

+19.0%1 yearTotal return+13.5%

+22.0%3 years · per year$10,000 became $18,137 · $19,186+24.3%

+10.1%5 years · per year$10,000 became $16,188 · $18,126+12.6%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

0.52%Trailing 12-mo yield$52 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.8%

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

2–6SPYM wins

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

More Ways to See the Pairs

BFOR vs SPYM: Top 5 Holdings

Today

BFOR

1.8%in top 5

SPYM

in top 527.3%

BFORStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.4%CDNAnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.3%OSPNnot top 5

0.3%CROXnot top 5

Held in common17.4%

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

BFOR vs SPYM Returns, Every Period

ALPSBFOR

+10.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

BFORSPYMFaded: behind in that period

2–2Level

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

Unsorted vs Core: BFOR vs SPYM

YTD

ALPSBFOR

+14.9%

SPYMSPDR

+13.4%

+14.9%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.8%

0.5%Yield1.0%

$241MAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: BFOR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BFOR0.65%$65

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

Yields: BFOR, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

BFOR0.52%$52

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

BFOR$52 − $65 = −$13

KeptFee

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

Overlap: BFOR, SPYM

Today

17.4%most shared, BFOR and SPYM

BFORSPYM

BFOR—17.4%

SPYM17.4%—

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

Return vs Bumpiness: 2 ETFs

+19.0%BFOR, at 13.9% volatility

SPYMWorst drop−8.9%12.8% vol

BFORWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

SPYMBFOR

+13.4%Year to date+14.9%

1.0%Yield0.5%

+13.5%Past year+19.0%

0.02%Fee0.65%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026