Compare · 3 funds side by side · dividends reinvested

NERD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

NERD, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.9

Roundhill Video Games ETFUnsorted0.50%0.64%−2.2%−9.6%+21.8%−1.8%−27.4%21.0%$14M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: NERD 2019 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Video Games ETF · $14M$9,142

NERD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

NERDMeasureSPYM

−2.2%Year to dateJan 1 → Nov 5+8.4%

−9.6%1 yearTotal return+9.8%

+21.8%3 years · per year$10,000 became $18,081 · $18,222+22.1%

−1.8%5 years · per year$10,000 became $9,142 · $17,164+11.4%

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

0.64%Trailing 12-mo yield$64 · $106 a year on $10k1.06%

−27.4%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.6%

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

0–8SPYM wins

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

More Ways to See the Pairs

NERD vs SPYM: Top 5 Holdings

Today

NERD

43.0%in top 5

SPYM

in top 527.7%

NERDStockSPYM

11.7%NTESnot top 5

10.2%7974.Tnot top 5

not top 5AAPL7.7%

7.5%TTWOnot top 5

7.5%RBLXnot top 5

not top 5NVDA7.3%

not top 5MSFT6.2%

6.1%9766.Tnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.1%

End-of-day Nov 5, 2026 · share of each fund

NERD vs SPYM Returns, Every Period

RoundhillNERD

−1.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

NERDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: NERD vs SPYM

YTD

RoundhillNERD

−2.2%

SPYMSPDR

+8.4%

−2.2%Year to date+8.4%

−27.4%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.6%

0.6%Yield1.1%

$14.3MAssets$182B

4–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NERD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

NERD0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NERD, SPYM, SPY

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

NERD0.64%$64

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

NERD$64 − $50 = $14

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NERD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

NERDSPYMSPY

NERD—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

NERDWorst drop−27.4%21.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+8.4%Year to date+8.3%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026