Compare · 3 funds side by side · dividends reinvested

JSMD, SPYM and SPY

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

02 / 04

JSMD, 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%$182B1.1

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%$819B1.9

Janus Henderson Small/Mid Cap Growth Alpha ETFUS Stock Styles · Mid cap0.30%0.38%+5.6%+2.1%+16.5%+5.4%−16.2%23.1%$990M3.0

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: JSMD 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small/Mid Cap Growth Alpha ETF · $990M$12,990

JSMD

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

JSMDMeasureSPYM

+5.6%Year to dateJan 1 → Nov 6+8.8%

+2.1%1 yearTotal return+9.8%

+16.5%3 years · per year$10,000 became $15,819 · $18,082+21.8%

+5.4%5 years · per year$10,000 became $12,990 · $17,192+11.4%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

0.38%Trailing 12-mo yield$38 · $105 a year on $10k1.05%

−16.2%Worst dropSmaller is better−8.9%

23.1%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

JSMD vs SPYM: Top 5 Holdings

Today

JSMD

10.5%in top 5

SPYM

in top 527.8%

JSMDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.1%CONnot top 5

2.1%RHPnot top 5

2.1%GENnot top 5

2.1%CARTnot top 5

2.0%CVLTnot top 5

Held in common0.1%

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

JSMD vs SPYM Returns, Every Period

Janus HendersonJSMD

+5.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

JSMDSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: JSMD vs SPYM

YTD

Janus HendersonJSMD

+5.6%

SPYMSPDR

+8.8%

+5.6%Year to date+8.8%

−16.2%Worst drop · 1Y−8.9%

23.1%Volatility · 1Y13.6%

0.4%Yield1.1%

$990MAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: JSMD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

JSMD0.30%$30

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

Yields: JSMD, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

JSMD0.38%$38

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

JSMD$38 − $30 = $8

KeptFee

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

Overlap: JSMD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

JSMDSPYMSPY

JSMD—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

JSMDWorst drop−16.2%23.1% vol

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

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026