Compare · 2 funds side by side · dividends reinvested

LODI and SPYM

LODIAAM×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

LODI 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

ETF Series Solutions - AAM SLC Low Duration Income ETFBonds & Cash · Ultra-short0.39%5.11%+3.1%+4.0%[…][…]−0.8%1.6%$110M1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: LODI 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - AAM SLC Low Duration Income ETF · $110M[…]

LODI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

LODIMeasureSPYM

+3.1%Year to dateJan 1 → Nov 9+11.3%

+4.0%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

5.11%Trailing 12-mo yield$511 · $103 a year on $10k1.03%

−0.8%Worst dropSmaller is better−8.9%

1.6%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LODI vs SPYM: Top 5 Holdings

Today

LODI

[…]in top 5

SPYM

in top 527.8%

LODIStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LODI vs SPYM Returns, Every Period

AAMLODI

+4.0%

past year

SPYMSPDR

+13.6%

past year

LODISPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: LODI vs SPYM

YTD

AAMLODI

+3.1%

SPYMSPDR

+11.3%

+3.1%Year to date+11.3%

−0.8%Worst drop · 1Y−8.9%

1.6%Volatility · 1Y13.7%

5.1%Yield1.0%

$110MAssets$179B

3–1LODI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LODI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LODI0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LODI, SPYM

5.11%highest, LODI

FundTrailing yieldYield$10k

LODI5.11%$511

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$472most kept, LODI

LODI$511 − $39 = $472

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LODI, SPYM

Today

[…]holdings […]

LODISPYM

LODI—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

LODIWorst drop−0.8%1.6% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LODISPYM

+3.1%Year to date+11.3%

5.1%Yield1.0%

+4.0%Past year+13.6%

0.39%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026