Compare · 2 funds side by side · dividends reinvested

EVUS and SPYM

EVUSiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

EVUS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Value ETFUS Stock Styles · Value0.18%1.42%+16.7%+20.9%+19.6%[…]−7.7%11.2%$402M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: EVUS 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Value ETF · $402M[…]

EVUS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 44.3% in common

EVUSMeasureSPYM

+16.7%Year to dateJan 1 → Nov 5+8.4%

+20.9%1 yearTotal return+9.8%

+19.6%3 years · per year$10,000 became $17,108 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

1.42%Trailing 12-mo yield$142 · $106 a year on $10k1.06%

−7.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

5–2EVUS wins

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

More Ways to See the Pairs

EVUS vs SPYM: Top 5 Holdings

Today

EVUS

22.0%in top 5

SPYM

in top 527.7%

EVUSStockSPYM

11.3%MSFT6.2%

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5AMZN3.9%

3.8%METAnot top 5

2.6%JPMnot top 5

2.6%MUnot top 5

not top 5GOOGL2.6%

1.7%XOMnot top 5

Held in common44.3%

End-of-day Nov 5, 2026 · share of each fund

EVUS vs SPYM Returns, Every Period

iSharesEVUS

+20.9%

past year

SPYMSPDR

+9.8%

past year

EVUSSPYMFaded: behind in that period

2–1EVUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: EVUS vs SPYM

YTD

iSharesEVUS

+16.7%

SPYMSPDR

+8.4%

+16.7%Year to date+8.4%

−7.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

1.4%Yield1.1%

$402MAssets$182B

4–0EVUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EVUS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

EVUS0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: EVUS, SPYM

1.42%highest, EVUS

FundTrailing yieldYield$10k

EVUS1.42%$142

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, EVUS

EVUS$142 − $18 = $124

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: EVUS, SPYM

Today

44.3%most shared, EVUS and SPYM

EVUSSPYM

EVUS—44.3%

SPYM44.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%EVUS, at 11.2% volatility

EVUSWorst drop−7.7%11.2% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

EVUSSPYM

+16.7%Year to date+8.4%

1.4%Yield1.1%

+20.9%Past year+9.8%

0.18%Fee0.02%

3–1EVUS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026