Compare · 3 funds side by side · dividends reinvested

DTCR, 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

DTCR, 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%$185B1.5

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%0.98%+20.5%+14.4%+29.4%+9.3%−22.9%26.4%$1.9B2.3

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%$798B2.3

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,569

DTCR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

DTCRMeasureSPYM

+20.5%Year to dateJan 1 → Nov 3+11.5%

+14.4%1 yearTotal return+11.9%

+29.4%3 years · per year$10,000 became $21,668 · $19,092+24.1%

+9.3%5 years · per year$10,000 became $15,569 · $17,749+12.2%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.98%Trailing 12-mo yield$98 · $103 a year on $10k1.03%

−22.9%Worst dropSmaller is better−8.9%

26.4%VolatilityLower is calmer12.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

DTCR vs SPYM: Top 5 Holdings

Today

DTCR

57.5%in top 5

SPYM

in top 527.4%

DTCRStockSPYM

14.8%AMTnot top 5

13.6%DLRnot top 5

13.1%EQIXnot top 5

11.1%CCInot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

5.0%SBACnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common8.6%

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

DTCR vs SPYM Returns, Every Period

Global XDTCR

+9.3%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

DTCRSPYMFaded: behind in that period

3–1DTCR wins

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

Thematic vs Core: DTCR vs SPYM

YTD

Global XDTCR

+20.5%

SPYMSPDR

+11.5%

+20.5%Year to date+11.5%

−22.9%Worst drop · 1Y−8.9%

26.4%Volatility · 1Y12.7%

1.0%Yield1.0%

$1.9BAssets$185B

2–1SPYM wins

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

Cost, Income and Risk

Fees: DTCR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DTCR0.50%$50

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

Yields: DTCR, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

DTCR0.98%$98

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

DTCR$98 − $50 = $48

KeptFee

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

Overlap: DTCR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DTCRSPYMSPY

DTCR—8.6%8.6%

SPYM8.6%—99.9%

SPY8.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.4%DTCR, at 26.4% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

DTCRWorst drop−22.9%26.4% vol

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

Paid More vs Made More

YTD

SPYMDTCR

+11.5%Year to date+20.5%

1.0%Yield1.0%

+11.9%Past year+14.4%

0.02%Fee0.50%

2–1DTCR 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