Compare · 2 funds side by side · dividends reinvested

BLCR and SPYM

BLCRiShares×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

BLCR 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%$182B1.4

iShares Large Cap Core Active ETFUS Stock Styles · Large cap0.38%0.33%+15.0%+16.9%+26.0%[…]−10.2%17.5%$9.8B1.6

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: BLCR 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Core Active ETF · $9.8B[…]

BLCR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

BLCRMeasureSPYM

+15.0%Year to dateJan 1 → Nov 5+13.4%

+16.9%1 yearTotal return+13.5%

+26.0%3 years · per year$10,000 became $20,016 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

0.33%Trailing 12-mo yield$33 · $101 a year on $10k1.01%

−10.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer12.8%

BLCRSPYM 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

BLCR vs SPYM: Top 5 Holdings

Today

BLCR

29.8%in top 5

SPYM

in top 527.7%

BLCRStockSPYM

4.9%AAPL7.7%

6.4%NVDA7.3%

7.1%MSFT6.2%

6.2%AMZN3.9%

5.2%Vnot top 5

not top 5GOOGL2.6%

Held in common38.9%

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

BLCR vs SPYM Returns, Every Period

iSharesBLCR

+16.9%

past year

SPYMSPDR

+13.5%

past year

BLCRSPYMFaded: behind in that period

3–0BLCR wins

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

Stocks vs Core: BLCR vs SPYM

YTD

iSharesBLCR

+15.0%

SPYMSPDR

+13.4%

+15.0%Year to date+13.4%

−10.2%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y12.8%

0.3%Yield1.0%

$9.8BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: BLCR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BLCR0.38%$38

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

Yields: BLCR, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

BLCR0.33%$33

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

BLCR$33 − $38 = −$5

KeptFee

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

Overlap: BLCR, SPYM

Today

38.9%most shared, BLCR and SPYM

BLCRSPYM

BLCR—38.9%

SPYM38.9%—

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

Return vs Bumpiness: 2 ETFs

+16.9%BLCR, at 17.5% volatility

SPYMWorst drop−8.9%12.8% vol

BLCRWorst drop−10.2%17.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMBLCR

+13.4%Year to date+15.0%

1.0%Yield0.3%

+13.5%Past year+16.9%

0.02%Fee0.38%

2–2level

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026