Compare · 2 funds side by side · dividends reinvested

DEMZ and SPYM

DEMZRAM×SPYMSPDR×

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

DEMZ and SPYM, 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%$182B1.4

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.1%+10.1%+22.4%+11.3%−12.3%15.4%$66M1.6

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: DEMZ 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $66M$17,056

DEMZ

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

DEMZMeasureSPYM

+9.1%Year to dateJan 1 → Nov 5+8.4%

+10.1%1 yearTotal return+9.8%

+22.4%3 years · per year$10,000 became $18,355 · $18,222+22.1%

+11.3%5 years · per year$10,000 became $17,056 · $17,164+11.4%

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

0.89%Trailing 12-mo yield$89 · $106 a year on $10k1.06%

−12.3%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

DEMZ vs SPYM: Top 5 Holdings

Today

DEMZ

24.1%in top 5

SPYM

in top 527.7%

DEMZStockSPYM

5.0%AAPL7.7%

4.4%NVDA7.3%

5.4%MSFT6.2%

4.7%Lnot top 5

4.5%COSTnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common26.3%

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

DEMZ vs SPYM Returns, Every Period

RAMDEMZ

+11.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DEMZSPYMFaded: behind in that period

3–1DEMZ wins

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

Stocks vs Core: DEMZ vs SPYM

YTD

RAMDEMZ

+9.1%

SPYMSPDR

+8.4%

+9.1%Year to date+8.4%

−12.3%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

0.9%Yield1.1%

$66.3MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: DEMZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DEMZ0.45%$45

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

Yields: DEMZ, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

DEMZ0.89%$89

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

DEMZ$89 − $45 = $44

KeptFee

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

Overlap: DEMZ, SPYM

Today

26.3%most shared, DEMZ and SPYM

DEMZSPYM

DEMZ—26.3%

SPYM26.3%—

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

Return vs Bumpiness: 2 ETFs

+10.1%DEMZ, at 15.4% volatility

SPYMWorst drop−8.9%13.6% vol

DEMZWorst drop−12.3%15.4% vol

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

Paid More vs Made More

YTD

SPYMDEMZ

+8.4%Year to date+9.1%

1.1%Yield0.9%

+9.8%Past year+10.1%

0.02%Fee0.45%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

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