Compare · 2 funds side by side · dividends reinvested

LCTU and SPYM

LCTUiShares×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

LCTU 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%$178B1.0

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%1.00%+7.1%+7.8%+20.9%+9.9%−9.4%13.7%$1.1B2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1B$16,041

LCTU

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 69.3% in common

LCTUMeasureSPYM

+7.1%Year to dateJan 1 → Nov 6+8.8%

+7.8%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,673 · $18,082+21.8%

+9.9%5 years · per year$10,000 became $16,041 · $17,192+11.4%

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

1.00%Trailing 12-mo yield$100 · $105 a year on $10k1.05%

−9.4%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

LCTUSPYM 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

LCTU vs SPYM: Top 5 Holdings

Today

LCTU

25.3%in top 5

SPYM

in top 527.8%

LCTUStockSPYM

7.7%AAPL7.9%

6.6%NVDA6.9%

5.4%MSFT6.3%

3.3%AMZN4.0%

2.1%GOOGL2.6%

Held in common69.3%

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

LCTU vs SPYM Returns, Every Period

iSharesLCTU

+9.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

LCTUSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: LCTU vs SPYM

YTD

iSharesLCTU

+7.1%

SPYMSPDR

+8.8%

+7.1%Year to date+8.8%

−9.4%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.0%Yield1.1%

$1.1BAssets$178B

4–0SPYM wins

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

Cost, Income and Risk

Fees: LCTU, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LCTU0.30%$30

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

Yields: LCTU, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

LCTU1.00%$100

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

LCTU$100 − $30 = $70

KeptFee

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

Overlap: LCTU, SPYM

Today

69.3%most shared, LCTU and SPYM

LCTUSPYM

LCTU—69.3%

SPYM69.3%—

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

SPYMWorst drop−8.9%13.6% vol

LCTUWorst drop−9.4%13.7% vol

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

Paid More vs Made More

YTD

SPYMLCTU

+8.8%Year to date+7.1%

1.1%Yield1.0%

+9.8%Past year+7.8%

0.02%Fee0.30%

4–0SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026