Compare · 2 funds side by side · dividends reinvested

IPO and SPYM

IPORenaissance×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

IPO 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%$182B1.0

Renaissance IPO ETFUnsorted0.60%0.14%−4.5%−7.8%+13.8%−8.5%−26.9%34.0%$130M2.0

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: IPO 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Renaissance IPO ETF · $130M$6,423

IPO

SPYM

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

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

IPOMeasureSPYM

−4.5%Year to dateJan 1 → Nov 5+8.4%

−7.8%1 yearTotal return+9.8%

+13.8%3 years · per year$10,000 became $14,756 · $18,222+22.1%

−8.5%5 years · per year$10,000 became $6,423 · $17,164+11.4%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

0.14%Trailing 12-mo yield$14 · $106 a year on $10k1.06%

−26.9%Worst dropSmaller is better−8.9%

34.0%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

IPO vs SPYM: Top 5 Holdings

Today

IPO

37.1%in top 5

SPYM

in top 527.7%

IPOStockSPYM

9.9%SPCXnot top 5

8.4%ALABnot top 5

8.3%SKHYnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.3%RBRKnot top 5

5.2%MDLNnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

IPO vs SPYM Returns, Every Period

RenaissanceIPO

−8.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

IPOSPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: IPO vs SPYM

YTD

RenaissanceIPO

−4.5%

SPYMSPDR

+8.4%

−4.5%Year to date+8.4%

−26.9%Worst drop · 1Y−8.9%

34.0%Volatility · 1Y13.6%

0.1%Yield1.1%

$130MAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: IPO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IPO0.60%$60

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

Yields: IPO, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

IPO0.14%$14

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

IPO$14 − $60 = −$46

KeptFee

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

Overlap: IPO, SPYM

Today

0.0%most shared, IPO and SPYM

IPOSPYM

IPO—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IPOWorst drop−26.9%34.0% vol

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

Paid More vs Made More

YTD

SPYMIPO

+8.4%Year to date−4.5%

1.1%Yield0.1%

+9.8%Past year−7.8%

0.02%Fee0.60%

4–0SPYM 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