Compare · 2 funds side by side · dividends reinvested

INEQ and SPYM

INEQColumbia Threadneedle×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,673INEQ · best of the two

02 / 04

INEQ 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

Columbia International Equity Income ETFIncome · Dividend stocks0.45%9.95%+11.1%+17.5%+21.4%+13.3%−9.5%15.0%$92M1.6

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: INEQ 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Columbia International Equity Income ETF · $92M$18,673

INEQ

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

INEQMeasureSPYM

+11.1%Year to dateJan 1 → Nov 9+11.3%

+17.5%1 yearTotal return+13.6%

+21.4%3 years · per year$10,000 became $17,911 · $18,161+22.0%

+13.3%5 years · per year$10,000 became $18,673 · $17,553+11.9%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

9.95%Trailing 12-mo yield$995 · $103 a year on $10k1.03%

−9.5%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

INEQ vs SPYM: Top 5 Holdings

Today

INEQ

20.9%in top 5

SPYM

in top 527.8%

INEQStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.5%8058.Tnot top 5

4.3%BHP.AXnot top 5

4.2%UCG.MInot top 5

4.1%DTE.DEnot top 5

not top 5AMZN4.0%

3.8%MUV2.DEnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

INEQ vs SPYM Returns, Every Period

Columbia ThreadneedleINEQ

+13.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

INEQSPYMFaded: behind in that period

2–2Level

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

Income vs Core: INEQ vs SPYM

YTD

Columbia ThreadneedleINEQ

+11.1%

SPYMSPDR

+11.3%

+11.1%Year to date+11.3%

−9.5%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y13.7%

9.9%Yield1.0%

$91.5MAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: INEQ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

INEQ0.45%$45

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

Yields: INEQ, SPYM

9.95%highest, INEQ

FundTrailing yieldYield$10k

INEQ9.95%$995

SPYM1.03%$103

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

Income After Fees on $10,000

$950most kept, INEQ

INEQ$995 − $45 = $950

SPYM$103 − $2 = $101

KeptFee

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

Overlap: INEQ, SPYM

Today

0.0%most shared, INEQ and SPYM

INEQSPYM

INEQ—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.5%INEQ, at 15.0% volatility

SPYMWorst drop−8.9%13.7% vol

INEQWorst drop−9.5%15.0% vol

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

Paid More vs Made More

YTD

INEQSPYM

+11.1%Year to date+11.3%

9.9%Yield1.0%

+17.5%Past year+13.6%

0.45%Fee0.02%

2–2level

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%

$122BAssets$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