Compare · 3 funds side by side · dividends reinvested

DIVN, 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

DIVN, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Horizon Funds - Horizon Dividend Income ETFIncome · Dividend stocks0.70%4.06%+26.2%+32.5%[…][…]−5.5%10.7%$350M1.3

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%$185B1.8

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%$798B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DIVN 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Dividend Income ETF · $350M[…]

DIVN

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

DIVNMeasureSPYM

+26.2%Year to dateJan 1 → Nov 4+13.4%

+32.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.70%Expense ratio$70 · $2 a year on $10k · lower is better0.02%

4.06%Trailing 12-mo yield$406 · $101 a year on $10k1.01%

−5.5%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer12.8%

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

5–1DIVN wins

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

More Ways to See the Pairs

DIVN vs SPYM: Top 5 Holdings

Today

DIVN

23.2%in top 5

SPYM

in top 527.3%

DIVNStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.3%PMnot top 5

5.3%CVXnot top 5

4.9%PGnot top 5

4.5%ABBVnot top 5

not top 5AMZN3.8%

3.4%MCDnot top 5

not top 5GOOGL2.5%

Held in common12.0%

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

DIVN vs SPYM Returns, Every Period

Horizon FundsDIVN

+32.5%

past year

SPYMSPDR

+13.5%

past year

DIVNSPYMFaded: behind in that period

2–0DIVN wins

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

Income vs Core: DIVN vs SPYM

YTD

Horizon FundsDIVN

+26.2%

SPYMSPDR

+13.4%

+26.2%Year to date+13.4%

−5.5%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y12.8%

4.1%Yield1.0%

$350MAssets$185B

4–0DIVN wins

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

Cost, Income and Risk

Fees: DIVN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DIVN0.70%$70

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

Yields: DIVN, SPYM, SPY

4.06%highest, DIVN

FundTrailing yieldYield$10k

DIVN4.06%$406

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$336most kept, DIVN

DIVN$406 − $70 = $336

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: DIVN, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

DIVNSPYMSPY

DIVN—12.0%12.0%

SPYM12.0%—99.8%

SPY12.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+32.5%DIVN, at 10.7% volatility

DIVNWorst drop−5.5%10.7% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

DIVNSPYM

+26.2%Year to date+13.4%

4.1%Yield1.0%

+32.5%Past year+13.5%

0.70%Fee0.02%

3–1DIVN 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026