Compare · 2 funds side by side · dividends reinvested

MNA and SPYM

MNANY Life Investments×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

MNA 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%$178B1.3

NYLI Merger Arbitrage ETFUnsorted0.75%0.00%+2.7%+2.6%+5.8%+2.5%−1.4%4.5%$259M1.8

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: MNA 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Merger Arbitrage ETF · $259M$11,318

MNA

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

MNAMeasureSPYM

+2.7%Year to dateJan 1 → Nov 6+8.8%

+2.6%1 yearTotal return+9.8%

+5.8%3 years · per year$10,000 became $11,843 · $18,082+21.8%

+2.5%5 years · per year$10,000 became $11,318 · $17,192+11.4%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $105 a year on $10k1.05%

−1.4%Worst dropSmaller is better−8.9%

4.5%VolatilityLower is calmer13.6%

MNASPYM 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

MNA vs SPYM: Top 5 Holdings

Today

MNA

18.7%in top 5

SPYM

in top 527.8%

MNAStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.4%Dnot top 5

not top 5AMZN4.0%

3.8%ROKUnot top 5

3.6%CZRnot top 5

3.5%TECHnot top 5

3.4%OGNnot top 5

not top 5GOOGL2.6%

Held in common0.1%

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

MNA vs SPYM Returns, Every Period

NY Life InvestmentsMNA

+2.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MNASPYMFaded: behind in that period

0–4SPYM wins

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

Unsorted vs Core: MNA vs SPYM

YTD

NY Life InvestmentsMNA

+2.7%

SPYMSPDR

+8.8%

+2.7%Year to date+8.8%

−1.4%Worst drop · 1Y−8.9%

4.5%Volatility · 1Y13.6%

0.0%Yield1.1%

$259MAssets$178B

2–2level

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

Cost, Income and Risk

Fees: MNA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MNA0.75%$75

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

Yields: MNA, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

MNA0.00%$0

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

MNA$0 − $75 = −$75

KeptFee

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

Overlap: MNA, SPYM

Today

0.1%most shared, MNA and SPYM

MNASPYM

MNA—0.1%

SPYM0.1%—

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

MNAWorst drop−1.4%4.5% 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

SPYMMNA

+8.8%Year to date+2.7%

1.1%Yield0.0%

+9.8%Past year+2.6%

0.02%Fee0.75%

4–0SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026