Compare · 3 funds side by side · dividends reinvested

MINV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

MINV, SPYM and SPY, 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%$182B1.6

Matthews Asia Innovators Active ETFInternational · Region & country0.79%1.28%+17.8%+15.2%+25.6%[…]−30.0%31.9%$151M1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.4

Rank among the three1st → 3rdFee, 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: MINV 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Matthews Asia Innovators Active ETF · $151M[…]

MINV

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

MINVMeasureSPYM

+17.8%Year to dateJan 1 → Nov 5+8.4%

+15.2%1 yearTotal return+9.8%

+25.6%3 years · per year$10,000 became $19,795 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

1.28%Trailing 12-mo yield$128 · $106 a year on $10k1.06%

−30.0%Worst dropSmaller is better−8.9%

31.9%VolatilityLower is calmer13.6%

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

4–3MINV wins

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

More Ways to See the Pairs

MINV vs SPYM: Top 5 Holdings

Today

MINV

24.1%in top 5

SPYM

in top 527.7%

MINVStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

6.1%005930.Knot top 5

5.2%2330.TWnot top 5

4.4%000333.Snot top 5

4.2%9988.HKnot top 5

4.2%0700.HKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

MINV vs SPYM Returns, Every Period

Matthews AsiaMINV

+15.2%

past year

SPYMSPDR

+9.8%

past year

MINVSPYMFaded: behind in that period

3–0MINV wins

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

International vs Core: MINV vs SPYM

YTD

Matthews AsiaMINV

+17.8%

SPYMSPDR

+8.4%

+17.8%Year to date+8.4%

−30.0%Worst drop · 1Y−8.9%

31.9%Volatility · 1Y13.6%

1.3%Yield1.1%

$151MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: MINV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MINV0.79%$79

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

Yields: MINV, SPYM, SPY

1.28%highest, MINV

FundTrailing yieldYield$10k

MINV1.28%$128

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

MINV$128 − $79 = $49

KeptFee

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

Overlap: MINV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MINVSPYMSPY

MINV—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%MINV, at 31.9% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

MINVWorst drop−30.0%31.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MINVSPYM

+17.8%Year to date+8.4%

1.3%Yield1.1%

+15.2%Past year+9.8%

0.79%Fee0.02%

3–1MINV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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