Compare · 2 funds side by side · dividends reinvested

MAMB and SPYM

MAMBMonarch×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

MAMB 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

Monarch Ambassador Income Index ETFIncome · Dividend stocks1.15%2.74%+0.7%+1.7%+7.2%+0.5%−5.7%5.9%$199M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: MAMB 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Ambassador Income Index ETF · $199M$10,238

MAMB

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MAMBMeasureSPYM

+0.7%Year to dateJan 1 → Nov 5+8.4%

+1.7%1 yearTotal return+9.8%

+7.2%3 years · per year$10,000 became $12,305 · $18,222+22.1%

+0.5%5 years · per year$10,000 became $10,238 · $17,164+11.4%

1.15%Expense ratio$115 · $2 a year on $10k · lower is better0.02%

2.74%Trailing 12-mo yield$274 · $106 a year on $10k1.06%

−5.7%Worst dropSmaller is better−8.9%

5.9%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

MAMB vs SPYM: Top 5 Holdings

Today

MAMB

70.1%in top 5

SPYM

in top 527.7%

MAMBStockSPYM

19.9%IEFnot top 5

12.8%TLTnot top 5

12.5%MBBnot top 5

12.5%BABnot top 5

12.4%AGGnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

MAMB vs SPYM Returns, Every Period

MonarchMAMB

+0.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MAMBSPYMFaded: behind in that period

0–4SPYM wins

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

Income vs Core: MAMB vs SPYM

YTD

MonarchMAMB

+0.7%

SPYMSPDR

+8.4%

+0.7%Year to date+8.4%

−5.7%Worst drop · 1Y−8.9%

5.9%Volatility · 1Y13.6%

2.7%Yield1.1%

$199MAssets$182B

3–1MAMB wins

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

Cost, Income and Risk

Fees: MAMB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MAMB1.15%$115

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

Yields: MAMB, SPYM

2.74%highest, MAMB

FundTrailing yieldYield$10k

MAMB2.74%$274

SPYM1.06%$106

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

Income After Fees on $10,000

$159most kept, MAMB

MAMB$274 − $115 = $159

SPYM$106 − $2 = $104

KeptFee

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

Overlap: MAMB, SPYM

Today

0.0%most shared, MAMB and SPYM

MAMBSPYM

MAMB—0.0%

SPYM0.0%—

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

MAMBWorst drop−5.7%5.9% 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

MAMBSPYM

+0.7%Year to date+8.4%

2.7%Yield1.1%

+1.7%Past year+9.8%

1.15%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