Compare · 3 funds side by side · dividends reinvested

EQTY, SPYM and SPY

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

02 / 04

EQTY, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.3

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%$805B2.0

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+12.7%+17.5%+20.9%[…]−11.9%13.0%$1.4B2.7

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: EQTY 2011 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

EQTYMeasureSPYM

+12.7%Year to dateJan 1 → Nov 4+13.4%

+17.5%1 yearTotal return+13.5%

+20.9%3 years · per year$10,000 became $17,686 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.99%Expense ratio$99 · $2 a year on $10k · lower is better0.02%

0.02%Trailing 12-mo yield$2 · $101 a year on $10k1.01%

−11.9%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.8%

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

1–6SPYM wins

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

More Ways to See the Pairs

EQTY vs SPYM: Top 5 Holdings

Today

EQTY

23.3%in top 5

SPYM

in top 527.3%

EQTYStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.4%GOOGnot top 5

4.8%AMZN3.8%

4.5%ICEnot top 5

4.4%BDXAnot top 5

4.2%PMnot top 5

not top 5GOOGL2.5%

Held in common21.5%

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

EQTY vs SPYM Returns, Every Period

KovitzEQTY

+17.5%

past year

SPYMSPDR

+13.5%

past year

EQTYSPYMFaded: behind in that period

1–2SPYM wins

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

Stocks vs Core: EQTY vs SPYM

YTD

KovitzEQTY

+12.7%

SPYMSPDR

+13.4%

+12.7%Year to date+13.4%

−11.9%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.8%

0.0%Yield1.0%

$1.4BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: EQTY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EQTY0.99%$99

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

Yields: EQTY, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

EQTY0.02%$2

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

EQTYSPYMSPY

EQTY—21.5%21.6%

SPYM21.5%—99.8%

SPY21.6%99.8%—

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

Return vs Bumpiness: 3 ETFs

+17.5%EQTY, at 13.0% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

EQTYWorst drop−11.9%13.0% vol

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

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM 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