Compare · 3 funds side by side · dividends reinvested

EFAA, 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

EFAA, 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%$178B1.5

Invesco MSCI EAFE Income Advantage ETFIncome · Dividend stocks0.42%8.58%+6.8%+10.4%[…][…]−10.1%12.8%$666M2.0

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%$778B2.3

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: EFAA 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI EAFE Income Advantage ETF · $666M[…]

EFAA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

EFAAMeasureSPYM

+6.8%Year to dateJan 1 → Nov 6+8.8%

+10.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.42%Expense ratio$42 · $2 a year on $10k · lower is better0.02%

8.58%Trailing 12-mo yield$858 · $105 a year on $10k1.05%

−10.1%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

EFAA vs SPYM: Top 5 Holdings

Today

EFAA

6.3%in top 5

SPYM

in top 527.8%

EFAAStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%ASML.ASnot top 5

1.2%ROP.SWnot top 5

1.1%HSBA.Lnot top 5

1.1%NOVN.SWnot top 5

1.0%SHEL.Lnot top 5

Held in common0.0%

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

EFAA vs SPYM Returns, Every Period

InvescoEFAA

+10.4%

past year

SPYMSPDR

+9.8%

past year

EFAASPYMFaded: behind in that period

1–1Level

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

Income vs Core: EFAA vs SPYM

YTD

InvescoEFAA

+6.8%

SPYMSPDR

+8.8%

+6.8%Year to date+8.8%

−10.1%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

8.6%Yield1.1%

$666MAssets$178B

2–2level

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

Cost, Income and Risk

Fees: EFAA, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EFAA0.42%$42

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

Yields: EFAA, SPYM, SPY

8.58%highest, EFAA

FundTrailing yieldYield$10k

EFAA8.58%$858

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$816most kept, EFAA

EFAA$858 − $42 = $816

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: EFAA, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EFAASPYMSPY

EFAA—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+10.4%EFAA, at 12.8% volatility

EFAAWorst drop−10.1%12.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

EFAASPYM

+6.8%Year to date+8.8%

8.6%Yield1.1%

+10.4%Past year+9.8%

0.42%Fee0.02%

2–2level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026