Compare · 2 funds side by side · dividends reinvested

GARP and SPYM

GARPiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,456GARP · best of the two

02 / 04

GARP and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.28%+6.8%+7.5%+27.5%+14.2%−17.1%22.0%$3.3B1.8

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: GARP 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.3B$19,456

GARP

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 45.1% in common

GARPMeasureSPYM

+6.8%Year to dateJan 1 → Nov 5+8.4%

+7.5%1 yearTotal return+9.8%

+27.5%3 years · per year$10,000 became $20,734 · $18,222+22.1%

+14.2%5 years · per year$10,000 became $19,456 · $17,164+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

0.28%Trailing 12-mo yield$28 · $106 a year on $10k1.06%

−17.1%Worst dropSmaller is better−8.9%

22.0%VolatilityLower is calmer13.6%

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

2–6SPYM wins

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

More Ways to See the Pairs

GARP vs SPYM: Top 5 Holdings

Today

GARP

27.8%in top 5

SPYM

in top 527.7%

GARPStockSPYM

5.9%AAPL7.7%

4.9%NVDA7.3%

6.2%MSFT6.2%

5.8%Vnot top 5

5.0%METAnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common45.1%

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

GARP vs SPYM Returns, Every Period

iSharesGARP

+14.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

GARPSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: GARP vs SPYM

YTD

iSharesGARP

+6.8%

SPYMSPDR

+8.4%

+6.8%Year to date+8.4%

−17.1%Worst drop · 1Y−8.9%

22.0%Volatility · 1Y13.6%

0.3%Yield1.1%

$3.3BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: GARP, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

GARP0.15%$15

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

Yields: GARP, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

GARP0.28%$28

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

GARP$28 − $15 = $13

KeptFee

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

Overlap: GARP, SPYM

Today

45.1%most shared, GARP and SPYM

GARPSPYM

GARP—45.1%

SPYM45.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

GARPWorst drop−17.1%22.0% vol

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

Paid More vs Made More

YTD

SPYMGARP

+8.4%Year to date+6.8%

1.1%Yield0.3%

+9.8%Past year+7.5%

0.02%Fee0.15%

4–0SPYM 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026