Compare · 3 funds side by side · dividends reinvested

EUFN, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,150EUFN · best of the three

02 / 04

EUFN, 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%$185B1.6

iShares MSCI Europe Financials ETFSectors · Financials0.49%4.15%+10.6%+23.0%+36.0%+19.3%−14.8%21.5%$2.9B2.0

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%$798B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: EUFN 2010 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Europe Financials ETF · $2.9B$24,150

EUFN

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

EUFNMeasureSPYM

+10.6%Year to dateJan 1 → Nov 4+13.4%

+23.0%1 yearTotal return+13.5%

+36.0%3 years · per year$10,000 became $25,142 · $19,186+24.3%

+19.3%5 years · per year$10,000 became $24,150 · $18,126+12.6%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

4.15%Trailing 12-mo yield$415 · $101 a year on $10k1.01%

−14.8%Worst dropSmaller is better−8.9%

21.5%VolatilityLower is calmer12.8%

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

4–4Level

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

More Ways to See the Pairs

EUFN vs SPYM: Top 5 Holdings

Today

EUFN

27.9%in top 5

SPYM

in top 527.3%

EUFNStockSPYM

8.7%HSBA.Lnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.7%ALV.DEnot top 5

4.9%SAN.MCnot top 5

4.5%UBSG.SWnot top 5

4.0%BBVA.MCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

EUFN vs SPYM Returns, Every Period

iSharesEUFN

+19.3%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

EUFNSPYMFaded: behind in that period

3–1EUFN wins

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

Sector vs Core: EUFN vs SPYM

YTD

iSharesEUFN

+10.6%

SPYMSPDR

+13.4%

+10.6%Year to date+13.4%

−14.8%Worst drop · 1Y−8.9%

21.5%Volatility · 1Y12.8%

4.2%Yield1.0%

$2.9BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: EUFN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

EUFN0.49%$49

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

Yields: EUFN, SPYM, SPY

4.15%highest, EUFN

FundTrailing yieldYield$10k

EUFN4.15%$415

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$366most kept, EUFN

EUFN$415 − $49 = $366

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: EUFN, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

EUFNSPYMSPY

EUFN—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

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

Return vs Bumpiness: 3 ETFs

+23.0%EUFN, at 21.5% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

EUFNWorst drop−14.8%21.5% vol

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

Paid More vs Made More

YTD

EUFNSPYM

+10.6%Year to date+13.4%

4.2%Yield1.0%

+23.0%Past year+13.5%

0.49%Fee0.02%

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026