Compare · 3 funds side by side · dividends reinvested

HDV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,461HDV · best of the three

02 / 04

HDV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core High Dividend ETFIncome · Dividend stocks0.08%3.16%+28.0%+32.9%+20.7%+13.0%−6.4%11.8%$16.2B1.4

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%$182B1.9

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%$819B2.8

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: HDV 2011 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core High Dividend ETF · $16.2B$18,461

HDV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

HDVMeasureSPYM

+28.0%Year to dateJan 1 → Nov 6+8.8%

+32.9%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,564 · $18,082+21.8%

+13.0%5 years · per year$10,000 became $18,461 · $17,192+11.4%

0.08%Expense ratio$8 · $2 a year on $10k · lower is better0.02%

3.16%Trailing 12-mo yield$316 · $105 a year on $10k1.05%

−6.4%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.6%

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

6–2HDV wins

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

More Ways to See the Pairs

HDV vs SPYM: Top 5 Holdings

Today

HDV

33.2%in top 5

SPYM

in top 527.8%

HDVStockSPYM

8.7%XOMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.8%ABBVnot top 5

6.7%CVXnot top 5

not top 5MSFT6.3%

5.7%PGnot top 5

5.3%VZnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common10.1%

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

HDV vs SPYM Returns, Every Period

iSharesHDV

+13.0%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

HDVSPYMFaded: behind in that period

3–1HDV wins

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

Income vs Core: HDV vs SPYM

YTD

iSharesHDV

+28.0%

SPYMSPDR

+8.8%

+28.0%Year to date+8.8%

−6.4%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.6%

3.2%Yield1.1%

$16.2BAssets$182B

4–0HDV wins

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

Cost, Income and Risk

Fees: HDV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

HDV0.08%$8

SPY0.09%$9

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

Yields: HDV, SPYM, SPY

3.16%highest, HDV

FundTrailing yieldYield$10k

HDV3.16%$316

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$308most kept, HDV

HDV$316 − $8 = $308

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: HDV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

HDVSPYMSPY

HDV—10.1%10.1%

SPYM10.1%—99.9%

SPY10.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+32.9%HDV, at 11.8% volatility

HDVWorst drop−6.4%11.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

HDVSPYM

+28.0%Year to date+8.8%

3.2%Yield1.1%

+32.9%Past year+9.8%

0.08%Fee0.02%

3–1HDV 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