Compare · 3 funds side by side · dividends reinvested

MUIB, 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

MUIB, 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%$185B1.3

Direxion Shares ETF Trust - Direxion MU Defined Income Boost ETFIncome · Dividend stocks0.99%7.19%[…][…][…][…][…][…]$2M2.0

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%$798B2.0

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: MUIB 2026 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Shares ETF Trust - Direxion MU Defined Income Boost ETF · $2M[…]

MUIB

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

MUIBMeasureSPYM

[…]Year to dateJan 1 → Nov 3+11.5%

[…]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%

0.99%Expense ratio$99 · $2 a year on $10k · lower is better0.02%

7.19%Trailing 12-mo yield$719 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.7%

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

1–1Level

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

More Ways to See the Pairs

MUIB vs SPYM: Top 5 Holdings

Today

MUIB

3.0%in top 5

SPYM

in top 527.4%

MUIBStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

3.0%MUnot top 5

not top 5GOOGL2.5%

Held in common1.6%

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

MUIB vs SPYM Returns, Every Period

DirexionMUIB

[…]

past year

SPYMSPDR

+11.9%

past year

Returns […]

MUIBSPYMFaded: behind in that period

0–0Level

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

Income vs Core: MUIB vs SPYM

YTD

DirexionMUIB

[…]

SPYMSPDR

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.7%

7.2%Yield1.0%

$2.2MAssets$185B

1–0MUIB wins

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

Cost, Income and Risk

Fees: MUIB, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

MUIB0.99%$99

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

Yields: MUIB, SPYM, SPY

7.19%highest, MUIB

FundTrailing yieldYield$10k

MUIB7.19%$719

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$620most kept, MUIB

MUIB$719 − $99 = $620

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: MUIB, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MUIBSPYMSPY

MUIB—1.6%1.6%

SPYM1.6%—99.9%

SPY1.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

MUIBWorst drop[…][…]

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

Paid More vs Made More

YTD

MUIBSPYM

[…]Year to date+11.5%

7.2%Yield1.0%

[…]Past year+11.9%

0.99%Fee0.02%

1–1level

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