Compare · 3 funds side by side · dividends reinvested

EPP, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeEPP · 3.36% · $336 a year on $10k

Story of the three · RiskSmallest drop

EPP, 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%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$186B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.3

iShares MSCI Pacific ex Japan ETFInternational · Region & country0.47%3.36%+11.9%+11.3%+16.0%+6.0%−8.8%15.7%$2.2B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: EPP 2001 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Pacific ex Japan ETF · $2.2B$13,413

EPP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,408

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

EPPMeasure

More Ways to See the Pairs

EPP vs SPYM: Top 5 Holdings

Today

EPP

31.5%in top 5

SPYM

in top 526.8%

EPPStockSPYM

9.4%BHP.AXnot top 5

8.5%CBA.AXnot top 5

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT

Cost, Income and Risk

Fees: EPP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EPP0.47%$47

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: EPP, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM

+11.9%Year to dateJan 1 → Nov 12+12.0%

+11.3%1 yearTotal return+12.2%

+16.0%3 years · per year$10,000 became $15,593 · $18,024+21.7%

+6.0%5 years · per year$10,000 became $13,413 · $17,408+11.7%

0.47%Expense ratio$47 · $2 a year on $10k · lower is better0.02%

3.36%Trailing 12-mo yield$336 · $102 a year on $10k1.02%

−8.8%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%

5.1%D05.SInot top 5

4.6%1299.HKnot top 5

not top 5AMZN4.0%

3.9%WBC.AXnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

EPP vs SPYM Returns, Every Period

5Y

iSharesEPP

+6.0%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

EPPSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

International vs Core: EPP vs SPYM

YTD

iSharesEPP

+11.9%

SPYMSPDR

+12.0%

+11.9%Year to date+12.0%

−8.8%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.7%

3.4%Yield1.0%

$2.2BAssets$186B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.36%highest, EPP

FundTrailing yieldYield$10k

EPP3.36%$336

SPYM1.02%$102

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$289most kept, EPP

EPP$336 − $47 = $289

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: EPP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EPPSPYMSPY

EPP—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

EPPWorst drop−8.8%15.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

EPPSPYM

+11.9%Year to date+12.0%

3.4%Yield1.0%

+11.3%Past year+12.2%

0.47%Fee0.02%

3–1SPYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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EPP, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three