Compare · 2 funds side by side · dividends reinvested

MSTI and SPYM

MSTIMadison Funds×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

MSTI 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%$182B1.4

Madison Short Term Strategic Income ETFIncome · Dividend stocks0.36%5.38%+1.4%+2.4%+5.7%[…]−1.7%2.2%$46M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSTI 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Madison Short Term Strategic Income ETF · $46M[…]

MSTI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

MSTIMeasureSPYM

+1.4%Year to dateJan 1 → Nov 6+8.8%

+2.4%1 yearTotal return+9.8%

+5.7%3 years · per year$10,000 became $11,804 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.36%Expense ratio$36 · $2 a year on $10k · lower is better0.02%

5.38%Trailing 12-mo yield$538 · $105 a year on $10k1.05%

−1.7%Worst dropSmaller is better−8.9%

2.2%VolatilityLower is calmer13.6%

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

3–4SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSTI vs SPYM: Top 5 Holdings

Today

MSTI

13.0%in top 5

SPYM

in top 527.8%

MSTIStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.3%91282CRMnot top 5

2.7%91282CJAnot top 5

not top 5GOOGL2.6%

2.4%31418ELXnot top 5

2.3%3132DWJGnot top 5

2.2%31418ET6not top 5

Held in common0.0%

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

MSTI vs SPYM Returns, Every Period

Madison FundsMSTI

+2.4%

past year

SPYMSPDR

+9.8%

past year

MSTISPYMFaded: behind in that period

0–3SPYM wins

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

Income vs Core: MSTI vs SPYM

YTD

Madison FundsMSTI

+1.4%

SPYMSPDR

+8.8%

+1.4%Year to date+8.8%

−1.7%Worst drop · 1Y−8.9%

2.2%Volatility · 1Y13.6%

5.4%Yield1.1%

$46.5MAssets$182B

3–1MSTI wins

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

Cost, Income and Risk

Fees: MSTI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MSTI0.36%$36

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

Yields: MSTI, SPYM

5.38%highest, MSTI

FundTrailing yieldYield$10k

MSTI5.38%$538

SPYM1.05%$105

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

Income After Fees on $10,000

$502most kept, MSTI

MSTI$538 − $36 = $502

SPYM$105 − $2 = $103

KeptFee

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

Overlap: MSTI, SPYM

Today

0.0%most shared, MSTI and SPYM

MSTISPYM

MSTI—0.0%

SPYM0.0%—

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

MSTIWorst drop−1.7%2.2% 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

MSTISPYM

+1.4%Year to date+8.8%

5.4%Yield1.1%

+2.4%Past year+9.8%

0.36%Fee0.02%

3–1SPYM 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026