Compare · 2 funds side by side · dividends reinvested

SPYM and SPY

Not found: BMSI

SPYMSPDR×SPYSPDR×

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

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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.9

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: SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYMMeasureSPY

+8.4%Year to dateJan 1 → Nov 5+8.3%

+9.8%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,222 · $18,174+22.0%

+11.4%5 years · per year$10,000 became $17,164 · $17,099+11.3%

0.02%Expense ratio$2 · $9 a year on $10k · lower is better0.09%

1.06%Trailing 12-mo yield$106 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

6–0SPYM wins

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

More Ways to See the Pairs

SPYM vs SPY: Top 5 Holdings

Today

SPYM

27.7%in top 5

SPY

in top 527.7%

SPYMStockSPY

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

3.9%AMZN3.9%

2.6%GOOGL2.6%

Held in common99.9%

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

SPYM vs SPY Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SPYMSPYFaded: behind in that period

4–0SPYM wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

Cost, Income and Risk

Fees: SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

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

Yields: SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SPYMSPY

SPYM—99.9%

SPY99.9%—

End-of-day Nov 5, 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

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026