Compare · 3 funds side by side · dividends reinvested

GARP, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,138GARP · best of the three

02 / 04

GARP, 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%$182B1.5

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.26%+14.5%+12.9%+30.8%+16.1%−13.7%20.9%$3.5B2.3

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%$805B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: GARP 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.5B$21,138

GARP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 44.8% in common

GARPMeasureSPYM

+14.5%Year to dateJan 1 → Nov 4+13.4%

+12.9%1 yearTotal return+13.5%

+30.8%3 years · per year$10,000 became $22,358 · $19,186+24.3%

+16.1%5 years · per year$10,000 became $21,138 · $18,126+12.6%

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

0.26%Trailing 12-mo yield$26 · $101 a year on $10k1.01%

−13.7%Worst dropSmaller is better−8.9%

20.9%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 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

27.1%in top 5

SPYM

in top 527.3%

GARPStockSPYM

5.1%NVDA7.7%

5.6%AAPL7.4%

5.8%MSFT5.9%

5.6%Vnot top 5

4.9%METAnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common44.8%

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

GARP vs SPYM Returns, Every Period

iSharesGARP

+16.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

GARPSPYMFaded: behind in that period

3–1GARP wins

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

Stocks vs Core: GARP vs SPYM

YTD

iSharesGARP

+14.5%

SPYMSPDR

+13.4%

+14.5%Year to date+13.4%

−13.7%Worst drop · 1Y−8.9%

20.9%Volatility · 1Y12.8%

0.3%Yield1.0%

$3.5BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: GARP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

GARP0.15%$15

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

Yields: GARP, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

GARP0.26%$26

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

GARP$26 − $15 = $11

KeptFee

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

Overlap: GARP, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

GARPSPYMSPY

GARP—44.8%44.8%

SPYM44.8%—99.8%

SPY44.8%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

GARPWorst drop−13.7%20.9% vol

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

Paid More vs Made More

YTD

SPYMGARP

+13.4%Year to date+14.5%

1.0%Yield0.3%

+13.5%Past year+12.9%

0.02%Fee0.15%

3–1SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026