Compare · 2 funds side by side · dividends reinvested

SPYM and SPY

Not found: IBTR

SPYMSPDR×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

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%$182B1.1

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%$805B1.9

Rank among the two1st → 2ndFee, 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: SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 99.8% in common

SPYMMeasureSPY

+13.4%Year to dateJan 1 → Nov 4+13.3%

+13.5%1 yearTotal return+13.4%

+24.3%3 years · per year$10,000 became $19,186 · $19,132+24.1%

+12.6%5 years · per year$10,000 became $18,126 · $18,060+12.6%

0.02%Expense ratio$2 · $9 a year on $10k · lower is better0.09%

1.01%Trailing 12-mo yield$101 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.9%

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

6–0SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs SPY: Top 5 Holdings

Today

SPYM

27.3%in top 5

SPY

in top 527.3%

SPYMStockSPY

7.7%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.8%AMZN3.8%

2.5%GOOGL2.5%

Held in common99.8%

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

SPYM vs SPY Returns, Every Period

SPDRSPYM

+12.6%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SPYMSPYFaded: behind in that period

3–0SPYM wins

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

−8.9%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.9%

1.0%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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

Cost, Income and Risk

Fees: SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

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

Yields: SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

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

KeptFee

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

Overlap: SPYM, SPY

Today

99.8%most shared, SPYM and SPY

SPYMSPY

SPYM—99.8%

SPY99.8%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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