Compare · 3 funds side by side · dividends reinvested

EFIV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,313EFIV · best of the three

02 / 04

EFIV, 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%$182B1.4

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%$819B2.3

State Street SPDR S&P 500 ESG ETFLow-Cost Core · S&P 5000.10%1.04%+7.7%+10.1%+21.1%+11.6%−9.4%13.8%$1.0B2.4

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: EFIV 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ESG ETF · $1.0B$17,313

EFIV

SPYM

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

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

EFIVMeasureSPYM

+7.7%Year to dateJan 1 → Nov 6+8.8%

+10.1%1 yearTotal return+9.8%

+21.1%3 years · per year$10,000 became $17,779 · $18,082+21.8%

+11.6%5 years · per year$10,000 became $17,313 · $17,192+11.4%

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

1.04%Trailing 12-mo yield$104 · $105 a year on $10k1.05%

−9.4%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.6%

EFIVSPYM 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

EFIV vs SPYM: Top 5 Holdings

Today

EFIV

32.4%in top 5

SPYM

in top 527.8%

EFIVStockSPYM

11.4%NVDA6.9%

10.3%MSFT6.3%

not top 5AAPL7.9%

4.3%GOOGL2.6%

not top 5AMZN4.0%

3.5%GOOGnot top 5

2.8%LLYnot top 5

Held in common60.6%

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

EFIV vs SPYM Returns, Every Period

SPDREFIV

+11.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

EFIVSPYMFaded: behind in that period

2–2Level

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

EFIV vs SPYM

YTD

SPDREFIV

+7.7%

SPYMSPDR

+8.8%

+7.7%Year to date+8.8%

−9.4%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$1.0BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: EFIV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EFIV0.10%$10

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

Yields: EFIV, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

EFIV1.04%$104

SPY1.03%$103

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

EFIV$104 − $10 = $94

SPY$103 − $9 = $94

KeptFee

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

Overlap: EFIV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EFIVSPYMSPY

EFIV—60.6%60.6%

SPYM60.6%—99.9%

SPY60.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+10.1%EFIV, at 13.8% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

EFIVWorst drop−9.4%13.8% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026