Compare · 3 funds side by side · dividends reinvested

DIAL, SPYM and VOO

DIALColumbia Threadneedle×SPYMSPDR×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

DIAL, SPYM and VOO, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Columbia Diversified Fixed Income Allocation ETFBonds & Cash · Other bonds0.29%5.26%−0.1%+0.9%+6.5%+0.5%−4.7%4.6%$411M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIAL 2017 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Diversified Fixed Income Allocation ETF · $411M$10,239

DIAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

DIALMeasureSPYM

−0.1%Year to dateJan 1 → Nov 9+11.3%

+0.9%1 yearTotal return+13.6%

+6.5%3 years · per year$10,000 became $12,091 · $18,161+22.0%

+0.5%5 years · per year$10,000 became $10,239 · $17,553+11.9%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

5.26%Trailing 12-mo yield$526 · $103 a year on $10k1.03%

−4.7%Worst dropSmaller is better−8.9%

4.6%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIAL vs SPYM: Top 5 Holdings

Today

DIAL

[…]in top 5

SPYM

in top 527.8%

DIALStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DIAL vs SPYM Returns, Every Period

Columbia ThreadneedleDIAL

+0.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DIALSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DIAL vs VOO

YTD

Columbia ThreadneedleDIAL

−0.1%

VOOVanguard

+11.3%

−0.1%Year to date+11.3%

−4.7%Worst drop · 1Y−8.9%

4.6%Volatility · 1Y13.7%

5.3%Yield1.1%

$411MAssets$1.00T

3–1DIAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIAL, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DIAL0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DIAL, SPYM, VOO

5.26%highest, DIAL

FundTrailing yieldYield$10k

DIAL5.26%$526

VOO1.07%$107

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$497most kept, DIAL

DIAL$526 − $29 = $497

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DIAL, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

DIALSPYMVOO

DIAL—[…][…]

SPYM[…]—92.7%

VOO[…]92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

DIALWorst drop−4.7%4.6% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIALSPYM

−0.1%Year to date+11.3%

5.3%Yield1.0%

+0.9%Past year+13.6%

0.29%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026