Compare · 3 funds side by side · dividends reinvested

IQSM, SPYM and SPY

IQSMNY Life Investments×SPYMSPDR×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

IQSM, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.6

NYLI Candriam U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.15%1.06%+12.6%+15.3%+16.9%[…]−8.9%15.1%$425M1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IQSM 2022 · SPYM 2005 · SPY 1993

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 · $178B$17,192

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

IQSMMeasureSPYM

+12.6%Year to dateJan 1 → Nov 6+8.8%

+15.3%1 yearTotal return+9.8%

+16.9%3 years · per year$10,000 became $15,981 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

1.06%Trailing 12-mo yield$106 · $105 a year on $10k1.05%

−8.9%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.6%

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

3–3Level

End-of-day Nov 6, 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

4.4%in top 5

SPYM

in top 527.8%

IQSMStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.0%USFDnot top 5

0.9%VTRSnot top 5

0.9%PTCnot top 5

0.9%ROKUnot top 5

0.8%GHnot top 5

Held in common1.0%

End-of-day Nov 6, 2026 · share of each fund

IQSM vs SPYM Returns, Every Period

NY Life InvestmentsIQSM

+15.3%

past year

SPYMSPDR

+9.8%

past year

IQSMSPYMFaded: behind in that period

2–1IQSM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IQSM vs SPYM

YTD

NY Life InvestmentsIQSM

+12.6%

SPYMSPDR

+8.8%

+12.6%Year to date+8.8%

−8.9%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.6%

1.1%Yield1.1%

$425MAssets$178B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

IQSM0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IQSM, SPYM, SPY

1.06%highest, IQSM

FundTrailing yieldYield$10k

IQSM1.06%$106

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

IQSM$106 − $15 = $91

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IQSM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IQSMSPYMSPY

IQSM—1.0%1.0%

SPYM1.0%—99.9%

SPY1.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%IQSM, at 15.1% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

IQSMWorst drop−8.9%15.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IQSMSPYM

+12.6%Year to date+8.8%

1.1%Yield1.1%

+15.3%Past year+9.8%

0.15%Fee0.02%

2–1IQSM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026