Compare · 3 funds side by side · dividends reinvested

GENZ, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

GENZ, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

VanEck Digital Native Economy ETFUnsorted0.51%3.66%−8.9%−5.6%+2.4%−3.9%−18.4%22.9%$16M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: GENZ 2008 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Digital Native Economy ETF · $16M$8,193

GENZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

GENZMeasureSPYM

−8.9%Year to dateJan 1 → Nov 6+8.8%

−5.6%1 yearTotal return+9.8%

+2.4%3 years · per year$10,000 became $10,748 · $18,082+21.8%

−3.9%5 years · per year$10,000 became $8,193 · $17,192+11.4%

0.51%Expense ratio$51 · $2 a year on $10k · lower is better0.02%

3.66%Trailing 12-mo yield$366 · $105 a year on $10k1.05%

−18.4%Worst dropSmaller is better−8.9%

22.9%VolatilityLower is calmer13.6%

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

1–7SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GENZ vs SPYM: Top 5 Holdings

Today

GENZ

43.1%in top 5

SPYM

in top 527.8%

GENZStockSPYM

9.2%SHOPnot top 5

8.9%NTESnot top 5

8.8%RBLXnot top 5

8.3%TTWOnot top 5

not top 5AAPL7.9%

7.9%UBERnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.5%

End-of-day Nov 6, 2026 · share of each fund

GENZ vs SPYM Returns, Every Period

VanEckGENZ

−3.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

GENZSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: GENZ vs SPYM

YTD

VanEckGENZ

−8.9%

SPYMSPDR

+8.8%

−8.9%Year to date+8.8%

−18.4%Worst drop · 1Y−8.9%

22.9%Volatility · 1Y13.6%

3.7%Yield1.1%

$15.8MAssets$182B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GENZ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

GENZ0.51%$51

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GENZ, SPYM, SPY

3.66%highest, GENZ

FundTrailing yieldYield$10k

GENZ3.66%$366

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$315most kept, GENZ

GENZ$366 − $51 = $315

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GENZ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

GENZSPYMSPY

GENZ—1.5%1.5%

SPYM1.5%—99.9%

SPY1.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

GENZWorst drop−18.4%22.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GENZSPYM

−8.9%Year to date+8.8%

3.7%Yield1.1%

−5.6%Past year+9.8%

0.51%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026