Compare · 3 funds side by side · dividends reinvested

ESML, 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

ESML, 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%$182B1.4

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%$805B2.1

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.92%+19.6%+21.9%+21.9%+7.7%−9.0%16.3%$2.8B2.5

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: ESML 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8B$14,470

ESML

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

ESMLMeasureSPYM

+19.6%Year to dateJan 1 → Nov 4+13.4%

+21.9%1 yearTotal return+13.5%

+21.9%3 years · per year$10,000 became $18,109 · $19,186+24.3%

+7.7%5 years · per year$10,000 became $14,470 · $18,126+12.6%

0.17%Expense ratio$17 · $2 a year on $10k · lower is better0.02%

0.92%Trailing 12-mo yield$92 · $101 a year on $10k1.01%

−9.0%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer12.8%

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

2–6SPYM wins

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

More Ways to See the Pairs

ESML vs SPYM: Top 5 Holdings

Today

ESML

3.4%in top 5

SPYM

in top 527.3%

ESMLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.2%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.5%OVVnot top 5

0.4%OGSnot top 5

Held in common1.0%

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

ESML vs SPYM Returns, Every Period

iSharesESML

+7.7%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ESMLSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: ESML vs SPYM

YTD

iSharesESML

+19.6%

SPYMSPDR

+13.4%

+19.6%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y12.8%

0.9%Yield1.0%

$2.8BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: ESML, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ESML0.17%$17

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

Yields: ESML, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

ESML0.92%$92

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

ESML$92 − $17 = $75

KeptFee

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

Overlap: ESML, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ESMLSPYMSPY

ESML—1.0%1.0%

SPYM1.0%—99.8%

SPY1.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+21.9%ESML, at 16.3% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

ESMLWorst drop−9.0%16.3% vol

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

Paid More vs Made More

YTD

SPYMESML

+13.4%Year to date+19.6%

1.0%Yield0.9%

+13.5%Past year+21.9%

0.02%Fee0.17%

2–2level

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