Compare · 2 funds side by side · dividends reinvested

IOCT and SPYM

IOCTInnovator×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

IOCT 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Innovator Intl Developed Power Buffer ETFInternational · Developed0.85%0.00%+7.9%+10.7%+13.5%+8.1%−5.8%8.5%$203M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IOCT 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Intl Developed Power Buffer ETF · $203M$14,730

IOCT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

IOCTMeasureSPYM

+7.9%Year to dateJan 1 → Nov 5+8.4%

+10.7%1 yearTotal return+9.8%

+13.5%3 years · per year$10,000 became $14,632 · $18,222+22.1%

+8.1%5 years · per year$10,000 became $14,730 · $17,164+11.4%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−5.8%Worst dropSmaller is better−8.9%

8.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

IOCT vs SPYM: Top 5 Holdings

Today

IOCT

[…]in top 5

SPYM

in top 527.7%

IOCTStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IOCT vs SPYM Returns, Every Period

InnovatorIOCT

+8.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IOCTSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: IOCT vs SPYM

YTD

InnovatorIOCT

+7.9%

SPYMSPDR

+8.4%

+7.9%Year to date+8.4%

−5.8%Worst drop · 1Y−8.9%

8.5%Volatility · 1Y13.6%

0.0%Yield1.1%

$203MAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IOCT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IOCT0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IOCT, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

IOCT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

IOCT$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IOCT, SPYM

Today

[…]holdings […]

IOCTSPYM

IOCT—[…]

SPYM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.7%IOCT, at 8.5% volatility

IOCTWorst drop−5.8%8.5% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIOCT

+8.4%Year to date+7.9%

1.1%Yield0.0%

+9.8%Past year+10.7%

0.02%Fee0.85%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026