Compare · 2 funds side by side · dividends reinvested

HERD and SPYM

HERDPacer×SPYMSPDR×

Versus in desk

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

02 / 04

HERD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Pacer Cash Cows Fund of Funds ETFUnsorted0.15%3.33%+20.1%+26.3%+17.7%+11.1%−6.7%12.1%$104M1.4

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%$179B1.6

Rank among the two1st → 2ndFee, 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: HERD 2019 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Cash Cows Fund of Funds ETF · $104M$16,910

HERD

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HERDMeasureSPYM

+20.1%Year to dateJan 1 → Nov 9+11.3%

+26.3%1 yearTotal return+13.6%

+17.7%3 years · per year$10,000 became $16,307 · $18,161+22.0%

+11.1%5 years · per year$10,000 became $16,910 · $17,553+11.9%

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

3.33%Trailing 12-mo yield$333 · $103 a year on $10k1.03%

−6.7%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.7%

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

5–3HERD wins

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

More Ways to See the Pairs

HERD vs SPYM: Top 5 Holdings

Today

HERD

99.9%in top 5

SPYM

in top 527.8%

HERDStockSPYM

20.5%CALFnot top 5

20.1%GCOWnot top 5

20.1%COWZnot top 5

19.7%BULnot top 5

19.5%ICOWnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

HERD vs SPYM Returns, Every Period

PacerHERD

+11.1%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

HERDSPYMFaded: behind in that period

2–2Level

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

Unsorted vs Core: HERD vs SPYM

YTD

PacerHERD

+20.1%

SPYMSPDR

+11.3%

+20.1%Year to date+11.3%

−6.7%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.7%

3.3%Yield1.0%

$104MAssets$179B

4–0HERD wins

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

Cost, Income and Risk

Fees: HERD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

HERD0.15%$15

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

Yields: HERD, SPYM

3.33%highest, HERD

FundTrailing yieldYield$10k

HERD3.33%$333

SPYM1.03%$103

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

Income After Fees on $10,000

$318most kept, HERD

HERD$333 − $15 = $318

SPYM$103 − $2 = $101

KeptFee

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

Overlap: HERD, SPYM

Today

0.0%most shared, HERD and SPYM

HERDSPYM

HERD—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+26.3%HERD, at 12.1% volatility

HERDWorst drop−6.7%12.1% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

HERDSPYM

+20.1%Year to date+11.3%

3.3%Yield1.0%

+26.3%Past year+13.6%

0.15%Fee0.02%

3–1HERD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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