Compare · 2 funds side by side · dividends reinvested

LTPZ and SPYM

LTPZPIMCO×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

LTPZ 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%$182B1.3

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%6.74%−4.0%−5.3%+1.9%−7.4%−12.9%9.5%$1.2B1.8

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: LTPZ 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · $1.2B$6,807

LTPZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested

LTPZMeasureSPYM

−4.0%Year to dateJan 1 → Nov 6+8.8%

−5.3%1 yearTotal return+9.8%

+1.9%3 years · per year$10,000 became $10,585 · $18,082+21.8%

−7.4%5 years · per year$10,000 became $6,807 · $17,192+11.4%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

6.74%Trailing 12-mo yield$674 · $105 a year on $10k1.05%

−12.9%Worst dropSmaller is better−8.9%

9.5%VolatilityLower is calmer13.6%

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

2–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LTPZ vs SPYM: Top 5 Holdings

Today

LTPZ

[…]in top 5

SPYM

in top 527.8%

LTPZStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

LTPZ vs SPYM Returns, Every Period

PIMCOLTPZ

−7.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

LTPZSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: LTPZ vs SPYM

YTD

PIMCOLTPZ

−4.0%

SPYMSPDR

+8.8%

−4.0%Year to date+8.8%

−12.9%Worst drop · 1Y−8.9%

9.5%Volatility · 1Y13.6%

6.7%Yield1.1%

$1.2BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: LTPZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LTPZ0.20%$20

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

Yields: LTPZ, SPYM

6.74%highest, LTPZ

FundTrailing yieldYield$10k

LTPZ6.74%$674

SPYM1.05%$105

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

Income After Fees on $10,000

$654most kept, LTPZ

LTPZ$674 − $20 = $654

SPYM$105 − $2 = $103

KeptFee

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

Overlap: LTPZ, SPYM

Today

[…]holdings […]

LTPZSPYM

LTPZ—[…]

SPYM[…]—

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

LTPZWorst drop−12.9%9.5% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

LTPZSPYM

−4.0%Year to date+8.8%

6.7%Yield1.1%

−5.3%Past year+9.8%

0.20%Fee0.02%

3–1SPYM 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026