Compare · 3 funds side by side · dividends reinvested

FLDZ, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeFLDZ · 1.65% · $165 a year on $10k

Story of the three · RiskSmallest drop

FLDZ, 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%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.0

TrueShares Patriot Defense ETFThematic · Defense & space0.40%1.65%−6.9%−6.2%+8.5%[…]−28.0%20.4%$7M2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: FLDZ 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

TrueShares Patriot Defense ETF · $7M[…]

FLDZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

FLDZ

More Ways to See the Pairs

FLDZ vs SPYM: Top 5 Holdings

Today

FLDZ

10.1%in top 5

SPYM

in top 526.8%

FLDZStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: FLDZ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

FLDZ0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FLDZ, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SPYM

−6.9%Year to dateJan 1 → Nov 12+12.0%

−6.2%1 yearTotal return+12.2%

+8.5%3 years · per year$10,000 became $12,784 · $18,024+21.7%

[…]5 years · per year$10,000 became […] · $17,408+11.7%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

1.65%Trailing 12-mo yield$165 · $102 a year on $10k1.02%

−28.0%Worst dropSmaller is better−8.9%

20.4%VolatilityLower is calmer13.7%

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

1–6SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.1%KRMNnot top 5

2.0%LOARnot top 5

2.0%CDREnot top 5

2.0%SAROnot top 5

1.9%FLYnot top 5

Held in common2.7%

End-of-day Nov 12, 2026 · share of each fund

FLDZ vs SPYM Returns, Every Period

1Y

TrueSharesFLDZ

−6.2%

past year

SPYMSPDR

+12.2%

past year

FLDZSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Core: FLDZ vs SPYM

YTD

TrueSharesFLDZ

−6.9%

SPYMSPDR

+12.0%

−6.9%Year to date+12.0%

−28.0%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.7%

1.7%Yield1.0%

$6.9MAssets$183B

3–1SPYM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.65%highest, FLDZ

FundTrailing yieldYield$10k

FLDZ1.65%$165

SPYM1.02%$102

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$125most kept, FLDZ

FLDZ$165 − $40 = $125

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FLDZ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FLDZSPYMSPY

FLDZ—2.7%2.7%

SPYM2.7%—99.9%

SPY2.7%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

FLDZWorst drop−28.0%20.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FLDZSPYM

−6.9%Year to date+12.0%

1.7%Yield1.0%

−6.2%Past year+12.2%

0.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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FLDZ, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three