Compare · 2 funds side by side · dividends reinvested

LEMB and SPYM

LEMBiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

LEMB 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

iShares J.P. Morgan EM Local Currency Bond ETFBonds & Cash · Other bonds0.30%2.40%+1.7%+4.5%+8.4%+1.8%−6.0%6.6%$771M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: LEMB 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares J.P. Morgan EM Local Currency Bond ETF · $771M$10,937

LEMB

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested

LEMBMeasureSPYM

+1.7%Year to dateJan 1 → Nov 4+13.4%

+4.5%1 yearTotal return+13.5%

+8.4%3 years · per year$10,000 became $12,737 · $19,186+24.3%

+1.8%5 years · per year$10,000 became $10,937 · $18,126+12.6%

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

2.40%Trailing 12-mo yield$240 · $101 a year on $10k1.01%

−6.0%Worst dropSmaller is better−8.9%

6.6%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEMB vs SPYM: Top 5 Holdings

Today

LEMB

[…]in top 5

SPYM

in top 527.3%

LEMBStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

LEMB vs SPYM Returns, Every Period

iSharesLEMB

+1.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

LEMBSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: LEMB vs SPYM

YTD

iSharesLEMB

+1.7%

SPYMSPDR

+13.4%

+1.7%Year to date+13.4%

−6.0%Worst drop · 1Y−8.9%

6.6%Volatility · 1Y12.8%

2.4%Yield1.0%

$771MAssets$185B

3–1LEMB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LEMB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LEMB0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LEMB, SPYM

2.40%highest, LEMB

FundTrailing yieldYield$10k

LEMB2.40%$240

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$210most kept, LEMB

LEMB$240 − $30 = $210

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LEMB, SPYM

Today

[…]holdings […]

LEMBSPYM

LEMB—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

LEMBWorst drop−6.0%6.6% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LEMBSPYM

+1.7%Year to date+13.4%

2.4%Yield1.0%

+4.5%Past year+13.5%

0.30%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026