Compare · 3 funds side by side · dividends reinvested

DIVY, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DIVY, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.80%+22.3%+28.6%+14.0%+9.4%−9.0%14.0%$28M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DIVY 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$15,659

DIVY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

DIVYMeasureSPYM

+22.3%Year to dateJan 1 → Nov 6+8.8%

+28.6%1 yearTotal return+9.8%

+14.0%3 years · per year$10,000 became $14,805 · $18,082+21.8%

+9.4%5 years · per year$10,000 became $15,659 · $17,192+11.4%

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

2.80%Trailing 12-mo yield$280 · $105 a year on $10k1.05%

−9.0%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVY vs SPYM: Top 5 Holdings

Today

DIVY

24.8%in top 5

SPYM

in top 527.8%

DIVYStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%OMCnot top 5

5.7%PRGOnot top 5

4.5%CRBGnot top 5

4.5%ESnot top 5

4.3%UPSnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.3%

End-of-day Nov 6, 2026 · share of each fund

DIVY vs SPYM Returns, Every Period

Sound IncomeDIVY

+9.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

DIVYSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: DIVY vs SPYM

YTD

Sound IncomeDIVY

+22.3%

SPYMSPDR

+8.8%

+22.3%Year to date+8.8%

−9.0%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.6%

2.8%Yield1.1%

$28.4MAssets$182B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DIVY0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DIVY, SPYM, SPY

2.80%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.80%$280

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$235most kept, DIVY

DIVY$280 − $45 = $235

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DIVY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DIVYSPYMSPY

DIVY—2.3%2.3%

SPYM2.3%—99.9%

SPY2.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.6%DIVY, at 14.0% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

DIVYWorst drop−9.0%14.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DIVYSPYM

+22.3%Year to date+8.8%

2.8%Yield1.1%

+28.6%Past year+9.8%

0.45%Fee0.02%

3–1DIVY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026