Compare · 3 funds side by side · dividends reinvested

CDPI, SPYM and SPY

CDPIColumbia Threadneedle×SPYMSPDR×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

CDPI, 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%$182B1.3

Columbia High Dividend Premium Income ETFIncome · Covered calls0.45%2.04%[…][…][…][…][…][…]$6M2.0

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%$805B2.0

Rank among the three1st → 3rdFee, 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: CDPI 2026 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia High Dividend Premium Income ETF · $6M[…]

CDPI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

CDPIMeasureSPYM

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

2.04%Trailing 12-mo yield$204 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

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

More Ways to See the Pairs

CDPI vs SPYM: Top 5 Holdings

Today

CDPI

12.3%in top 5

SPYM

in top 527.7%

CDPIStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.0%XOMnot top 5

2.7%JPMnot top 5

not top 5GOOGL2.6%

2.5%JNJnot top 5

2.2%CSCOnot top 5

2.0%PMnot top 5

Held in common19.0%

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

CDPI vs SPYM Returns, Every Period

Columbia ThreadneedleCDPI

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

CDPISPYMFaded: behind in that period

0–0Level

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

Income vs Core: CDPI vs SPYM

YTD

Columbia ThreadneedleCDPI

[…]

SPYMSPDR

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

2.0%Yield1.1%

$6.0MAssets$182B

1–0CDPI wins

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

Cost, Income and Risk

Fees: CDPI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CDPI0.45%$45

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

Yields: CDPI, SPYM, SPY

2.04%highest, CDPI

FundTrailing yieldYield$10k

CDPI2.04%$204

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$159most kept, CDPI

CDPI$204 − $45 = $159

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: CDPI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CDPISPYMSPY

CDPI—19.0%19.0%

SPYM19.0%—99.9%

SPY19.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

CDPIWorst drop[…][…]

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

Paid More vs Made More

YTD

CDPISPYM

[…]Year to date+8.4%

2.0%Yield1.1%

[…]Past year+9.8%

0.45%Fee0.02%

1–1level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026