Compare · 2 funds side by side · dividends reinvested

MAXJ and SPYM

MAXJiShares×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

Story of the two · IncomeMost incomeSPYM · 1.03% · $103 a year on $10k

Story of the two · RiskSmallest drop

MAXJ 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.3

iShares Trust - iShares Large Cap Max Buffer Jun ETFDefined Outcome · Buffer0.53%0.96%+4.6%+5.8%[…][…]−1.7%2.7%$162M1.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: MAXJ 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Trust - iShares Large Cap Max Buffer Jun ETF · $162M[…]

MAXJ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

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

MAXJMeasureSPYM

+4.6%

More Ways to See the Pairs

MAXJ vs SPYM: Top 5 Holdings

Today

MAXJ

97.8%in top 5

SPYM

in top 527.3%

MAXJStockSPYM

97.8%IVVnot top 5

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

Cost, Income and Risk

Fees: MAXJ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MAXJ0.53%$53

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

Yields: MAXJ, SPYM

1Y

1.03%highest, SPYM

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.9%

+5.8%1 yearTotal return+13.1%

[…]3 years · per year$10,000 became […] · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

0.53%Expense ratio$53 · $2 a year on $10k · lower is better0.02%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−1.7%Worst dropSmaller is better−8.9%

2.7%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

MAXJ vs SPYM Returns, Every Period

1Y

iSharesMAXJ

+5.8%

past year

SPYMSPDR

+13.1%

past year

MAXJSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Core: MAXJ vs SPYM

YTD

iSharesMAXJ

+4.6%

SPYMSPDR

+10.9%

+4.6%Year to date+10.9%

−1.7%Worst drop · 1Y−8.9%

2.7%Volatility · 1Y13.7%

1.0%Yield1.0%

$162MAssets$179B

2–1MAXJ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

SPYM1.03%$103

MAXJ0.96%$96

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

MAXJ$96 − $53 = $43

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MAXJ, SPYM

Today

0.0%most shared, MAXJ and SPYM

MAXJSPYM

MAXJ—0.0%

SPYM0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

MAXJWorst drop−1.7%2.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMMAXJ

+10.9%Year to date+4.6%

1.0%Yield1.0%

+13.1%Past year+5.8%

0.02%Fee0.53%

3–0SPYM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

MAXJ and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two