Compare · 3 funds side by side · dividends reinvested

BLUI, 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

BLUI, 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

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.21%+3.7%+4.7%[…][…]−3.7%4.0%$122M2.0

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: BLUI 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $122M[…]

BLUI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUIMeasureSPYM

+3.7%Year to dateJan 1 → Nov 4+13.4%

+4.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

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

0.80%Expense ratio$80 · $2 a year on $10k · lower is better0.02%

5.21%Trailing 12-mo yield$521 · $101 a year on $10k1.01%

−3.7%Worst dropSmaller is better−8.9%

4.0%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

BLUI vs SPYM: Top 5 Holdings

Today

BLUI

79.5%in top 5

SPYM

in top 527.3%

BLUIStockSPYM

19.5%MFSBnot top 5

19.5%JNKnot top 5

19.4%BONDnot top 5

11.0%CSREnot top 5

10.0%MLPAnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

BLUI vs SPYM Returns, Every Period

BluemonteBLUI

+4.7%

past year

SPYMSPDR

+13.5%

past year

BLUISPYMFaded: behind in that period

0–2SPYM wins

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

Income vs Core: BLUI vs SPYM

YTD

BluemonteBLUI

+3.7%

SPYMSPDR

+13.4%

+3.7%Year to date+13.4%

−3.7%Worst drop · 1Y−8.9%

4.0%Volatility · 1Y12.8%

5.2%Yield1.0%

$122MAssets$182B

3–1BLUI wins

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

Cost, Income and Risk

Fees: BLUI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BLUI0.80%$80

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

Yields: BLUI, SPYM, SPY

5.21%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.21%$521

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$441most kept, BLUI

BLUI$521 − $80 = $441

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: BLUI, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

BLUISPYMSPY

BLUI—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

BLUIWorst drop−3.7%4.0% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

BLUISPYM

+3.7%Year to date+13.4%

5.2%Yield1.0%

+4.7%Past year+13.5%

0.80%Fee0.02%

3–1SPYM wins

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