Compare · 2 funds side by side · dividends reinvested

IQSM and SPYM

IQSMNY Life Investments×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

IQSM and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.03%+15.8%+20.2%+17.3%[…]−8.9%15.3%$425M1.4

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%$179B1.5

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: IQSM 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Mid Cap Equity ETF · $425M[…]

IQSM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IQSMMeasureSPYM

+15.8%Year to dateJan 1 → Nov 9+11.3%

+20.2%1 yearTotal return+13.6%

+17.3%3 years · per year$10,000 became $16,120 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.03%Trailing 12-mo yield$103 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.7%

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

2–3SPYM wins

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

More Ways to See the Pairs

IQSM vs SPYM: Top 5 Holdings

Today

IQSM

4.5%in top 5

SPYM

in top 527.8%

IQSMStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%USFDnot top 5

0.9%VTRSnot top 5

0.9%CASHnot top 5

0.9%PTCnot top 5

0.8%GHnot top 5

Held in common1.0%

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

IQSM vs SPYM Returns, Every Period

NY Life InvestmentsIQSM

+20.2%

past year

SPYMSPDR

+13.6%

past year

IQSMSPYMFaded: behind in that period

2–1IQSM wins

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

Stocks vs Core: IQSM vs SPYM

YTD

NY Life InvestmentsIQSM

+15.8%

SPYMSPDR

+11.3%

+15.8%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.7%

1.0%Yield1.0%

$425MAssets$179B

1–1level

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

Cost, Income and Risk

Fees: IQSM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IQSM0.15%$15

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

Yields: IQSM, SPYM

1.03%highest, IQSM

FundTrailing yieldYield$10k

IQSM1.03%$103

SPYM1.03%$103

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IQSM$103 − $15 = $88

KeptFee

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

Overlap: IQSM, SPYM

Today

1.0%most shared, IQSM and SPYM

IQSMSPYM

IQSM—1.0%

SPYM1.0%—

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

Return vs Bumpiness: 2 ETFs

+20.2%IQSM, at 15.3% volatility

SPYMWorst drop−8.9%13.7% vol

IQSMWorst drop−8.9%15.3% vol

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

Paid More vs Made More

YTD

IQSMSPYM

+15.8%Year to date+11.3%

1.0%Yield1.0%

+20.2%Past year+13.6%

0.15%Fee0.02%

2–1IQSM wins

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%

$120BAssets$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