Compare · 2 funds side by side · dividends reinvested

IAUI and SPYM

IAUINEOS×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

IAUI 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.1

NEOS Gold High Income ETFIncome · Dividend stocks0.79%14.66%−10.1%−4.1%[…][…]−24.5%23.5%$632M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IAUI 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

NEOS Gold High Income ETF · $632M[…]

IAUI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

IAUIMeasureSPYM

−10.1%Year to dateJan 1 → Nov 3+11.5%

−4.1%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

14.66%Trailing 12-mo yield$1,466 · $103 a year on $10k1.03%

−24.5%Worst dropSmaller is better−8.9%

23.5%VolatilityLower is calmer12.7%

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

1–5SPYM wins

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

More Ways to See the Pairs

IAUI vs SPYM: Top 5 Holdings

Today

IAUI

104.5%in top 5

SPYM

in top 527.4%

IAUIStockSPYM

84.4%912797VHnot top 5

19.0%AAAUnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

1.2%CASH&OTHnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

IAUI vs SPYM Returns, Every Period

NEOSIAUI

−4.1%

past year

SPYMSPDR

+11.9%

past year

IAUISPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: IAUI vs SPYM

YTD

NEOSIAUI

−10.1%

SPYMSPDR

+11.5%

−10.1%Year to date+11.5%

−24.5%Worst drop · 1Y−8.9%

23.5%Volatility · 1Y12.7%

14.7%Yield1.0%

$632MAssets$185B

3–1SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IAUI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IAUI0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IAUI, SPYM

14.66%highest, IAUI

FundTrailing yieldYield$10k

IAUI14.66%$1,466

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,387most kept, IAUI

IAUI$1,466 − $79 = $1,387

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IAUI, SPYM

Today

0.0%most shared, IAUI and SPYM

IAUISPYM

IAUI—0.0%

SPYM0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

IAUIWorst drop−24.5%23.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IAUISPYM

−10.1%Year to date+11.5%

14.7%Yield1.0%

−4.1%Past year+11.9%

0.79%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026