Compare · 2 funds side by side · dividends reinvested

MVAL and SPYM

MVALVanEck×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

MVAL 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.51%+15.9%+21.7%[…][…]−12.2%15.0%$3M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MVAL 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

MVALMeasureSPYM

+15.9%Year to dateJan 1 → Nov 4+13.4%

+21.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

1.51%Trailing 12-mo yield$151 · $101 a year on $10k1.01%

−12.2%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MVAL vs SPYM: Top 5 Holdings

Today

MVAL

24.2%in top 5

SPYM

in top 527.3%

MVALStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.1%GEHCnot top 5

5.0%DHRnot top 5

4.9%BRnot top 5

4.6%BF-Bnot top 5

4.6%TSCOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common10.1%

End-of-day Nov 4, 2026 · share of each fund

MVAL vs SPYM Returns, Every Period

VanEckMVAL

+21.7%

past year

SPYMSPDR

+13.5%

past year

MVALSPYMFaded: behind in that period

2–0MVAL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MVAL vs SPYM

YTD

VanEckMVAL

+15.9%

SPYMSPDR

+13.4%

+15.9%Year to date+13.4%

−12.2%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.8%

1.5%Yield1.0%

$3.1MAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVAL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MVAL0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MVAL, SPYM

1.51%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.51%$151

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, MVAL

MVAL$151 − $50 = $101

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MVAL, SPYM

Today

10.1%most shared, MVAL and SPYM

MVALSPYM

MVAL—10.1%

SPYM10.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.7%MVAL, at 15.0% volatility

SPYMWorst drop−8.9%12.8% vol

MVALWorst drop−12.2%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MVALSPYM

+15.9%Year to date+13.4%

1.5%Yield1.0%

+21.7%Past year+13.5%

0.50%Fee0.02%

3–1MVAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026