Compare · 3 funds side by side · dividends reinvested

FLGV, SPYM and SPY

FLGVFranklin Templeton×SPYMSPDR×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

FLGV, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

Franklin U.S. Treasury Bond ETFBonds & Cash · Treasuries0.09%4.19%−0.1%−0.1%+4.0%−0.3%−4.4%3.7%$1.2B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: FLGV 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Treasury Bond ETF · $1.2B$9,866

FLGV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FLGVMeasureSPYM

−0.1%Year to dateJan 1 → Nov 9+11.3%

−0.1%1 yearTotal return+13.6%

+4.0%3 years · per year$10,000 became $11,249 · $18,161+22.0%

−0.3%5 years · per year$10,000 became $9,866 · $17,553+11.9%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

4.19%Trailing 12-mo yield$419 · $103 a year on $10k1.03%

−4.4%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FLGV vs SPYM: Top 5 Holdings

Today

FLGV

0.2%in top 5

SPYM

in top 527.8%

FLGVStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.2%Tnot top 5

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

FLGV vs SPYM Returns, Every Period

Franklin TempletonFLGV

−0.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

FLGVSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: FLGV vs SPYM

YTD

Franklin TempletonFLGV

−0.1%

SPYMSPDR

+11.3%

−0.1%Year to date+11.3%

−4.4%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.7%

4.2%Yield1.0%

$1.2BAssets$179B

3–1FLGV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLGV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FLGV0.09%$9

SPY0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FLGV, SPYM, SPY

4.19%highest, FLGV

FundTrailing yieldYield$10k

FLGV4.19%$419

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, FLGV

FLGV$419 − $9 = $410

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FLGV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FLGVSPYMSPY

FLGV—0.2%0.2%

SPYM0.2%—99.9%

SPY0.2%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

FLGVWorst drop−4.4%3.7% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FLGVSPYM

−0.1%Year to date+11.3%

4.2%Yield1.0%

−0.1%Past year+13.6%

0.09%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026