Compare · 2 funds side by side · dividends reinvested

LOWV and SPYM

LOWVAlliance Bernstein×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the two · RiskSmallest drop

LOWV 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.1

Alliance Bernstein - AB US Low Volatility Equity ETFUS Stock Styles · Factor0.39%0.84%+9.1%+8.7%+16.3%[…]−9.6%11.0%$203M1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: LOWV 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Alliance Bernstein - AB US Low Volatility Equity ETF · $203M[…]

LOWV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 42.3% in common

LOWVMeasureSPYM

+9.1%

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LOWV vs SPYM: Top 5 Holdings

Today

LOWV

25.9%in top 5

SPYM

in top 526.9%

LOWVStockSPYM

6.6%AAPL7.8%

4.7%NVDA6.3%

6.1%MSFT6.1%

4.7%GOOGnot top 5

3.8%AMZN

Cost, Income and Risk

Fees: LOWV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LOWV0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: LOWV, SPYM

1Y

1.02%highest, SPYM

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+8.7%1 yearTotal return+12.8%

+16.3%3 years · per year$10,000 became $15,740 · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

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

0.84%Trailing 12-mo yield$84 · $102 a year on $10k1.02%

−9.6%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.7%

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

1–6SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5GOOGL2.6%

Held in common42.3%

End-of-day Nov 11, 2026 · share of each fund

LOWV vs SPYM Returns, Every Period

1Y

Alliance BernsteinLOWV

+8.7%

past year

SPYMSPDR

+12.8%

past year

LOWVSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LOWV vs SPYM

YTD

Alliance BernsteinLOWV

+9.1%

SPYMSPDR

+12.4%

+9.1%Year to date+12.4%

−9.6%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.7%

0.8%Yield1.0%

$203MAssets$183B

3–1SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

SPYM1.02%$102

LOWV0.84%$84

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

LOWV$84 − $39 = $45

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LOWV, SPYM

Today

42.3%most shared, LOWV and SPYM

LOWVSPYM

LOWV—42.3%

SPYM42.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

LOWVWorst drop−9.6%11.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMLOWV

+12.4%Year to date+9.1%

1.0%Yield0.8%

+12.8%Past year+8.7%

0.02%Fee0.39%

4–0SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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LOWV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two