Compare · 3 funds side by side · dividends reinvested

DEMZ, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

DEMZ, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+11.6%+11.3%+24.4%+11.7%−12.3%14.7%$68M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DEMZ 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $68M$17,372

DEMZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

DEMZMeasureSPYM

+11.6%Year to dateJan 1 → Nov 3+11.5%

+11.3%1 yearTotal return+11.9%

+24.4%3 years · per year$10,000 became $19,240 · $19,092+24.1%

+11.7%5 years · per year$10,000 became $17,372 · $17,749+12.2%

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

0.87%Trailing 12-mo yield$87 · $103 a year on $10k1.03%

−12.3%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer12.7%

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

2–6SPYM wins

End-of-day Nov 3, 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 527.4%

DEMZStockSPYM

4.6%NVDA7.8%

5.0%AAPL7.7%

5.1%MSFT5.9%

4.8%Lnot top 5

4.6%COSTnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common26.1%

End-of-day Nov 3, 2026 · share of each fund

DEMZ vs SPYM Returns, Every Period

RAMDEMZ

+11.7%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

DEMZSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DEMZ vs SPYM

YTD

RAMDEMZ

+11.6%

SPYMSPDR

+11.5%

+11.6%Year to date+11.5%

−12.3%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y12.7%

0.9%Yield1.0%

$67.8MAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEMZ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DEMZ0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DEMZ, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

DEMZ0.87%$87

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

DEMZ$87 − $45 = $42

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DEMZ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DEMZSPYMSPY

DEMZ—26.1%26.1%

SPYM26.1%—99.9%

SPY26.1%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

DEMZWorst drop−12.3%14.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDEMZ

+11.5%Year to date+11.6%

1.0%Yield0.9%

+11.9%Past year+11.3%

0.02%Fee0.45%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026