Compare · 2 funds side by side · dividends reinvested

JOJO and SPYM

JOJOATAC×SPYMSPDR×

Versus in desk

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

02 / 04

JOJO 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

ATAC Credit Rotation ETFBonds & Cash · Corporate1.49%5.47%−0.4%+0.9%+7.6%−1.5%−8.2%6.6%$4M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: JOJO 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ATAC Credit Rotation ETF · $4M$9,256

JOJO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

JOJOMeasureSPYM

−0.4%Year to dateJan 1 → Nov 6+8.8%

+0.9%1 yearTotal return+9.8%

+7.6%3 years · per year$10,000 became $12,445 · $18,082+21.8%

−1.5%5 years · per year$10,000 became $9,256 · $17,192+11.4%

1.49%Expense ratio$149 · $2 a year on $10k · lower is better0.02%

5.47%Trailing 12-mo yield$547 · $105 a year on $10k1.05%

−8.2%Worst dropSmaller is better−8.9%

6.6%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JOJO vs SPYM: Top 5 Holdings

Today

JOJO

99.9%in top 5

SPYM

in top 527.8%

JOJOStockSPYM

80.0%TLTnot top 5

19.9%IEFnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

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

JOJO vs SPYM Returns, Every Period

ATACJOJO

−1.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

JOJOSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: JOJO vs SPYM

YTD

ATACJOJO

−0.4%

SPYMSPDR

+8.8%

−0.4%Year to date+8.8%

−8.2%Worst drop · 1Y−8.9%

6.6%Volatility · 1Y13.6%

5.5%Yield1.1%

$4.1MAssets$182B

3–1JOJO wins

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

Cost, Income and Risk

Fees: JOJO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

JOJO1.49%$149

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

Yields: JOJO, SPYM

5.47%highest, JOJO

FundTrailing yieldYield$10k

JOJO5.47%$547

SPYM1.05%$105

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

Income After Fees on $10,000

$398most kept, JOJO

JOJO$547 − $149 = $398

SPYM$105 − $2 = $103

KeptFee

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

Overlap: JOJO, SPYM

Today

0.0%most shared, JOJO and SPYM

JOJOSPYM

JOJO—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

JOJOWorst drop−8.2%6.6% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JOJOSPYM

−0.4%Year to date+8.8%

5.5%Yield1.1%

+0.9%Past year+9.8%

1.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026