Compare · 2 funds side by side · dividends reinvested

EMHC and SPYM

EMHCSPDR×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

EMHC 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

State Street SPDR Bloomberg Emerging Markets USD Bond ETFBonds & Cash · International0.23%6.31%−0.2%+1.0%+9.5%+1.2%−5.4%5.6%$319M1.6

Rank among the two1st → 2ndFee, 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: EMHC 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg Emerging Markets USD Bond ETF · $319M$10,627

EMHC

SPYM

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

$10,000 five years ago, dividends reinvested

EMHCMeasureSPYM

−0.2%Year to dateJan 1 → Nov 4+13.4%

+1.0%1 yearTotal return+13.5%

+9.5%3 years · per year$10,000 became $13,120 · $19,186+24.3%

+1.2%5 years · per year$10,000 became $10,627 · $18,126+12.6%

0.23%Expense ratio$23 · $2 a year on $10k · lower is better0.02%

6.31%Trailing 12-mo yield$631 · $101 a year on $10k1.01%

−5.4%Worst dropSmaller is better−8.9%

5.6%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

EMHC vs SPYM: Top 5 Holdings

Today

EMHC

[…]in top 5

SPYM

in top 527.3%

EMHCStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

EMHC vs SPYM Returns, Every Period

SPDREMHC

+1.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

EMHCSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: EMHC vs SPYM

YTD

SPDREMHC

−0.2%

SPYMSPDR

+13.4%

−0.2%Year to date+13.4%

−5.4%Worst drop · 1Y−8.9%

5.6%Volatility · 1Y12.8%

6.3%Yield1.0%

$319MAssets$182B

3–1EMHC wins

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

Cost, Income and Risk

Fees: EMHC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EMHC0.23%$23

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

Yields: EMHC, SPYM

6.31%highest, EMHC

FundTrailing yieldYield$10k

EMHC6.31%$631

SPYM1.01%$101

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

Income After Fees on $10,000

$608most kept, EMHC

EMHC$631 − $23 = $608

SPYM$101 − $2 = $99

KeptFee

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

Overlap: EMHC, SPYM

Today

[…]holdings […]

EMHCSPYM

EMHC—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

EMHCWorst drop−5.4%5.6% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

EMHCSPYM

−0.2%Year to date+13.4%

6.3%Yield1.0%

+1.0%Past year+13.5%

0.23%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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