Compare · 2 funds side by side · dividends reinvested

EDIV and SPYM

EDIVSPDR×SPYMSPDR×

Versus in desk

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

02 / 04

EDIV and SPYM, 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%$182B1.3

State Street SPDR S&P Emerging Markets Dividend ETFIncome · Dividend stocks0.49%4.34%+6.9%+8.8%+16.3%+11.3%−10.3%12.7%$1.2B1.8

Rank among the two1st → 2ndFee, 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: EDIV 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Emerging Markets Dividend ETF · $1.2B$17,105

EDIV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EDIVMeasureSPYM

+6.9%Year to dateJan 1 → Nov 6+8.8%

+8.8%1 yearTotal return+9.8%

+16.3%3 years · per year$10,000 became $15,743 · $18,082+21.8%

+11.3%5 years · per year$10,000 became $17,105 · $17,192+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

4.34%Trailing 12-mo yield$434 · $105 a year on $10k1.05%

−10.3%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

EDIV vs SPYM: Top 5 Holdings

Today

EDIV

12.7%in top 5

SPYM

in top 527.8%

EDIVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.2%2688.HKnot top 5

3.1%NED.JOnot top 5

not top 5GOOGL2.6%

2.2%0288.HKnot top 5

2.1%SLM.JOnot top 5

2.1%0788.HKnot top 5

Held in common0.0%

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

EDIV vs SPYM Returns, Every Period

SPDREDIV

+11.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

EDIVSPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: EDIV vs SPYM

YTD

SPDREDIV

+6.9%

SPYMSPDR

+8.8%

+6.9%Year to date+8.8%

−10.3%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.6%

4.3%Yield1.1%

$1.2BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: EDIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EDIV0.49%$49

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

Yields: EDIV, SPYM

4.34%highest, EDIV

FundTrailing yieldYield$10k

EDIV4.34%$434

SPYM1.05%$105

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

Income After Fees on $10,000

$385most kept, EDIV

EDIV$434 − $49 = $385

SPYM$105 − $2 = $103

KeptFee

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

Overlap: EDIV, SPYM

Today

0.0%most shared, EDIV and SPYM

EDIVSPYM

EDIV—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

EDIVWorst drop−10.3%12.7% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

EDIVSPYM

+6.9%Year to date+8.8%

4.3%Yield1.1%

+8.8%Past year+9.8%

0.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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