Compare · 3 funds side by side · dividends reinvested

EQL, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,025EQL · best of the three

02 / 04

EQL, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Equal Sector Weight ETFUnsorted0.19%1.27%+14.6%+16.7%+21.9%+13.7%−6.2%9.3%$799M1.5

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%$182B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.6

Rank among the three1st → 3rdFee, 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: EQL 2009 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Equal Sector Weight ETF · $799M$19,025

EQL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 63.3% in common

EQLMeasureSPYM

+14.6%Year to dateJan 1 → Nov 4+13.4%

+16.7%1 yearTotal return+13.5%

+21.9%3 years · per year$10,000 became $18,116 · $19,186+24.3%

+13.7%5 years · per year$10,000 became $19,025 · $18,126+12.6%

0.19%Expense ratio$19 · $2 a year on $10k · lower is better0.02%

1.27%Trailing 12-mo yield$127 · $101 a year on $10k1.01%

−6.2%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer12.8%

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

6–2EQL wins

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

More Ways to See the Pairs

EQL vs SPYM: Top 5 Holdings

Today

EQL

14.4%in top 5

SPYM

in top 527.3%

EQLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.2%GOOGL2.5%

3.7%AMZN3.8%

2.7%XOMnot top 5

1.9%LINnot top 5

1.9%METAnot top 5

Held in common63.3%

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

EQL vs SPYM Returns, Every Period

ALPSEQL

+13.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

EQLSPYMFaded: behind in that period

3–1EQL wins

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

Unsorted vs Core: EQL vs SPYM

YTD

ALPSEQL

+14.6%

SPYMSPDR

+13.4%

+14.6%Year to date+13.4%

−6.2%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y12.8%

1.3%Yield1.0%

$799MAssets$182B

4–0EQL wins

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

Cost, Income and Risk

Fees: EQL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EQL0.19%$19

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

Yields: EQL, SPYM, SPY

1.27%highest, EQL

FundTrailing yieldYield$10k

EQL1.27%$127

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$108most kept, EQL

EQL$127 − $19 = $108

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: EQL, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

EQLSPYMSPY

EQL—63.3%63.4%

SPYM63.3%—99.8%

SPY63.4%99.8%—

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

Return vs Bumpiness: 3 ETFs

+16.7%EQL, at 9.3% volatility

EQLWorst drop−6.2%9.3% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

EQLSPYM

+14.6%Year to date+13.4%

1.3%Yield1.0%

+16.7%Past year+13.5%

0.19%Fee0.02%

3–1EQL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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