Compare · 3 funds side by side · dividends reinvested

DVOL, 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

DVOL, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

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%$805B2.0

First Trust Dorsey Wright Momentum & Low Volatility ETFUS Stock Styles · Factor0.60%0.79%+6.5%+8.4%+15.5%+5.9%−9.8%12.1%$75M2.8

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: DVOL 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75M$13,324

DVOL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

DVOLMeasureSPYM

+6.5%Year to dateJan 1 → Nov 4+13.4%

+8.4%1 yearTotal return+13.5%

+15.5%3 years · per year$10,000 became $15,415 · $19,186+24.3%

+5.9%5 years · per year$10,000 became $13,324 · $18,126+12.6%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

0.79%Trailing 12-mo yield$79 · $101 a year on $10k1.01%

−9.8%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer12.8%

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

1–7SPYM wins

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

More Ways to See the Pairs

DVOL vs SPYM: Top 5 Holdings

Today

DVOL

16.0%in top 5

SPYM

in top 527.3%

DVOLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.6%SPGnot top 5

3.2%TRVnot top 5

3.1%CFRnot top 5

3.1%CTASnot top 5

3.0%HLTnot top 5

not top 5GOOGL2.5%

Held in common9.3%

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

DVOL vs SPYM Returns, Every Period

First TrustDVOL

+5.9%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

DVOLSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: DVOL vs SPYM

YTD

First TrustDVOL

+6.5%

SPYMSPDR

+13.4%

+6.5%Year to date+13.4%

−9.8%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y12.8%

0.8%Yield1.0%

$74.8MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: DVOL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DVOL0.60%$60

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

Yields: DVOL, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

DVOL0.79%$79

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

DVOL$79 − $60 = $19

KeptFee

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

Overlap: DVOL, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

DVOLSPYMSPY

DVOL—9.3%9.3%

SPYM9.3%—99.8%

SPY9.3%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

DVOLWorst drop−9.8%12.1% 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

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026