Compare · 3 funds side by side · dividends reinvested

CALF, 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

CALF, 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%$182B1.6

Pacer US Small Cap Cash Cows ETFUS Stock Styles · Small cap0.59%1.08%+34.5%+38.6%+15.9%+8.7%−7.9%16.0%$3.8B2.0

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%$805B2.4

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: CALF 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Small Cap Cash Cows ETF · $3.8B$15,160

CALF

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CALFMeasureSPYM

+34.5%Year to dateJan 1 → Nov 4+13.4%

+38.6%1 yearTotal return+13.5%

+15.9%3 years · per year$10,000 became $15,586 · $19,186+24.3%

+8.7%5 years · per year$10,000 became $15,160 · $18,126+12.6%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

1.08%Trailing 12-mo yield$108 · $101 a year on $10k1.01%

−7.9%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

CALF vs SPYM: Top 5 Holdings

Today

CALF

10.3%in top 5

SPYM

in top 527.3%

CALFStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.2%SUNBnot top 5

2.1%CTSHnot top 5

2.0%OMCnot top 5

2.0%EXPEnot top 5

2.0%DINOnot top 5

Held in common0.5%

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

CALF vs SPYM Returns, Every Period

PacerCALF

+8.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

CALFSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: CALF vs SPYM

YTD

PacerCALF

+34.5%

SPYMSPDR

+13.4%

+34.5%Year to date+13.4%

−7.9%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y12.8%

1.1%Yield1.0%

$3.8BAssets$182B

3–1CALF wins

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

Cost, Income and Risk

Fees: CALF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CALF0.59%$59

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

Yields: CALF, SPYM, SPY

1.08%highest, CALF

FundTrailing yieldYield$10k

CALF1.08%$108

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

CALF$108 − $59 = $49

KeptFee

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

Overlap: CALF, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

CALFSPYMSPY

CALF—0.5%0.5%

SPYM0.5%—99.8%

SPY0.5%99.8%—

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

Return vs Bumpiness: 3 ETFs

+38.6%CALF, at 16.0% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

CALFWorst drop−7.9%16.0% vol

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

Paid More vs Made More

YTD

CALFSPYM

+34.5%Year to date+13.4%

1.1%Yield1.0%

+38.6%Past year+13.5%

0.59%Fee0.02%

3–1CALF 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