Compare · 3 funds side by side · dividends reinvested

MKTN, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

MKTN, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Federated Hermes MDT Market Neutral ETFUnsorted2.27%0.23%+11.7%+14.6%[…][…]−4.1%6.7%$170M1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MKTN 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Market Neutral ETF · $170M[…]

MKTN

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

MKTNMeasureSPYM

+11.7%Year to dateJan 1 → Nov 3+11.5%

+14.6%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

2.27%Expense ratio$227 · $2 a year on $10k · lower is better0.02%

0.23%Trailing 12-mo yield$23 · $103 a year on $10k1.03%

−4.1%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer12.7%

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

4–2MKTN wins

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

More Ways to See the Pairs

MKTN vs SPYM: Top 5 Holdings

Today

MKTN

12.6%in top 5

SPYM

in top 527.4%

MKTNStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

2.7%FInot top 5

2.6%ABBVnot top 5

2.5%BNYnot top 5

not top 5GOOGL2.5%

2.4%GEnot top 5

2.4%INTUnot top 5

Held in common14.7%

End-of-day Nov 3, 2026 · share of each fund

MKTN vs SPYM Returns, Every Period

Federated HermesMKTN

+14.6%

past year

SPYMSPDR

+11.9%

past year

MKTNSPYMFaded: behind in that period

2–0MKTN wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: MKTN vs SPYM

YTD

Federated HermesMKTN

+11.7%

SPYMSPDR

+11.5%

+11.7%Year to date+11.5%

−4.1%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y12.7%

0.2%Yield1.0%

$170MAssets$185B

3–1MKTN wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MKTN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MKTN2.27%$227

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MKTN, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

MKTN0.23%$23

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

MKTN$23 − $227 = −$204

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MKTN, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MKTNSPYMSPY

MKTN—14.7%14.7%

SPYM14.7%—99.9%

SPY14.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%MKTN, at 6.7% volatility

MKTNWorst drop−4.1%6.7% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMMKTN

+11.5%Year to date+11.7%

1.0%Yield0.2%

+11.9%Past year+14.6%

0.02%Fee2.27%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026