Compare · 2 funds side by side · dividends reinvested

LIFT and SPYM

LIFTStone Ridge×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

LIFT 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Stone Ridge Trust - Lifex 2028 Income Bucket ETFIncome · Dividend stocks0.25%49.36%+2.0%+2.7%[…][…]−0.5%1.3%$2M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: LIFT 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - Lifex 2028 Income Bucket ETF · $2M[…]

LIFT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

LIFTMeasureSPYM

+2.0%Year to dateJan 1 → Nov 5+8.4%

+2.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

49.36%Trailing 12-mo yield$4,936 · $106 a year on $10k1.06%

−0.5%Worst dropSmaller is better−8.9%

1.3%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

LIFT vs SPYM: Top 5 Holdings

Today

LIFT

[…]in top 5

SPYM

in top 527.7%

LIFTStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LIFT vs SPYM Returns, Every Period

Stone RidgeLIFT

+2.7%

past year

SPYMSPDR

+9.8%

past year

LIFTSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: LIFT vs SPYM

YTD

Stone RidgeLIFT

+2.0%

SPYMSPDR

+8.4%

+2.0%Year to date+8.4%

−0.5%Worst drop · 1Y−8.9%

1.3%Volatility · 1Y13.6%

49.4%Yield1.1%

$1.9MAssets$182B

3–1LIFT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LIFT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LIFT0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LIFT, SPYM

49.36%highest, LIFT

FundTrailing yieldYield$10k

LIFT49.36%$4,936

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,911most kept, LIFT

LIFT$4,936 − $25 = $4,911

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LIFT, SPYM

Today

[…]holdings […]

LIFTSPYM

LIFT—[…]

SPYM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

LIFTWorst drop−0.5%1.3% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LIFTSPYM

+2.0%Year to date+8.4%

49.4%Yield1.1%

+2.7%Past year+9.8%

0.25%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026