Compare · 3 funds side by side · dividends reinvested

EMOT, 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

EMOT, 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%$182B1.5

First Trust S&P 500 Economic Moat ETFUS Stock Styles · Large cap0.60%1.04%+12.9%+13.2%[…][…]−9.2%12.4%$3M1.8

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%$819B2.4

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: EMOT 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Economic Moat ETF · $3M[…]

EMOT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

EMOTMeasureSPYM

+12.9%Year to dateJan 1 → Nov 6+8.8%

+13.2%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%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

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

−9.2%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.6%

EMOTSPYM 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

EMOT vs SPYM: Top 5 Holdings

Today

EMOT

13.3%in top 5

SPYM

in top 527.8%

EMOTStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

2.6%MSFT6.3%

not top 5AMZN4.0%

2.9%MTDnot top 5

2.6%MCKnot top 5

not top 5GOOGL2.6%

2.6%MAnot top 5

2.6%ADPnot top 5

Held in common25.8%

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

EMOT vs SPYM Returns, Every Period

First TrustEMOT

+13.2%

past year

SPYMSPDR

+9.8%

past year

EMOTSPYMFaded: behind in that period

2–0EMOT wins

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

Stocks vs Core: EMOT vs SPYM

YTD

First TrustEMOT

+12.9%

SPYMSPDR

+8.8%

+12.9%Year to date+8.8%

−9.2%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.6%

1.0%Yield1.1%

$2.8MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: EMOT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EMOT0.60%$60

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

Yields: EMOT, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

EMOT1.04%$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

SPY$103 − $9 = $94

EMOT$104 − $60 = $44

KeptFee

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

Overlap: EMOT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EMOTSPYMSPY

EMOT—25.8%25.8%

SPYM25.8%—99.9%

SPY25.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.2%EMOT, at 12.4% volatility

EMOTWorst drop−9.2%12.4% 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

SPYMEMOT

+8.8%Year to date+12.9%

1.1%Yield1.0%

+9.8%Past year+13.2%

0.02%Fee0.60%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026