Compare · 3 funds side by side · dividends reinvested

BLCR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

BLCR, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.5

iShares Large Cap Core Active ETFUS Stock Styles · Large cap0.38%0.33%+13.6%+15.9%+26.1%[…]−10.2%17.5%$9.7B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: BLCR 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Core Active ETF · $9.7B[…]

BLCR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

BLCRMeasureSPYM

+13.6%Year to dateJan 1 → Nov 3+11.5%

+15.9%1 yearTotal return+11.9%

+26.1%3 years · per year$10,000 became $20,058 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

0.33%Trailing 12-mo yield$33 · $103 a year on $10k1.03%

−10.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer12.7%

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

3–4SPYM wins

End-of-day Nov 3, 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

29.0%in top 5

SPYM

in top 527.4%

BLCRStockSPYM

6.7%NVDA7.8%

4.9%AAPL7.7%

6.8%MSFT5.9%

5.7%AMZN3.6%

5.0%Vnot top 5

not top 5GOOGL2.5%

Held in common39.2%

End-of-day Nov 3, 2026 · share of each fund

BLCR vs SPYM Returns, Every Period

iSharesBLCR

+15.9%

past year

SPYMSPDR

+11.9%

past year

BLCRSPYMFaded: behind in that period

3–0BLCR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BLCR vs SPYM

YTD

iSharesBLCR

+13.6%

SPYMSPDR

+11.5%

+13.6%Year to date+11.5%

−10.2%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y12.7%

0.3%Yield1.0%

$9.7BAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLCR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BLCR0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BLCR, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

BLCR0.33%$33

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

BLCR$33 − $38 = −$5

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BLCR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BLCRSPYMSPY

BLCR—39.2%39.2%

SPYM39.2%—99.9%

SPY39.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%BLCR, at 17.5% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

BLCRWorst drop−10.2%17.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMBLCR

+11.5%Year to date+13.6%

1.0%Yield0.3%

+11.9%Past year+15.9%

0.02%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026