Compare · 2 funds side by side · dividends reinvested

EFIV and SPYM

EFIVSPDR×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,011EFIV · best of the two

02 / 04

EFIV 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.3

State Street SPDR S&P 500 ESG ETFLow-Cost Core · S&P 5000.10%1.01%+10.9%+12.6%+23.6%+12.5%−9.4%13.0%$1.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ESG ETF · $1.0B$18,011

EFIV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 60.6% in common

EFIVMeasureSPYM

+10.9%Year to dateJan 1 → Nov 3+11.5%

+12.6%1 yearTotal return+11.9%

+23.6%3 years · per year$10,000 became $18,860 · $19,092+24.1%

+12.5%5 years · per year$10,000 became $18,011 · $17,749+12.2%

0.10%Expense ratio$10 · $2 a year on $10k · lower is better0.02%

1.01%Trailing 12-mo yield$101 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

EFIV vs SPYM: Top 5 Holdings

Today

EFIV

32.7%in top 5

SPYM

in top 527.4%

EFIVStockSPYM

12.8%NVDA7.8%

9.7%MSFT5.9%

not top 5AAPL7.7%

4.1%GOOGL2.5%

not top 5AMZN3.6%

3.3%GOOGnot top 5

2.7%LLYnot top 5

Held in common60.6%

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

EFIV vs SPYM Returns, Every Period

SPDREFIV

+12.5%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

EFIVSPYMFaded: behind in that period

2–2Level

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

EFIV vs SPYM

YTD

SPDREFIV

+10.9%

SPYMSPDR

+11.5%

+10.9%Year to date+11.5%

−9.4%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.7%

1.0%Yield1.0%

$1.0BAssets$185B

3–0SPYM wins

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

Cost, Income and Risk

Fees: EFIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EFIV0.10%$10

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

Yields: EFIV, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

EFIV1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

EFIV$101 − $10 = $91

KeptFee

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

Overlap: EFIV, SPYM

Today

60.6%most shared, EFIV and SPYM

EFIVSPYM

EFIV—60.6%

SPYM60.6%—

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

Return vs Bumpiness: 2 ETFs

+12.6%EFIV, at 13.0% volatility

SPYMWorst drop−8.9%12.7% vol

EFIVWorst drop−9.4%13.0% vol

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

Paid More vs Made More

YTD

SPYMEFIV

+11.5%Year to date+10.9%

1.0%Yield1.0%

+11.9%Past year+12.6%

0.02%Fee0.10%

2–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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