Compare · 2 funds side by side · dividends reinvested

NPFE and SPYM

NPFENPF Investment Advisors×SPYMSPDR×

Versus in desk

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

02 / 03

NPFE 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

Elevation Series Trust - Npf Core Equity EtfUS Stock Styles · Large cap0.40%0.30%[…][…][…][…][…][…]$674M2.0

Rank among the two1st → 2ndFee, 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: NPFE 2026 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Elevation Series Trust - Npf Core Equity Etf · $674M[…]

NPFE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

NPFEMeasureSPYM

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

0.30%Trailing 12-mo yield$30 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2SPYM wins

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

More Ways to See the Pairs

NPFE vs SPYM: Top 5 Holdings

Today

NPFE

27.8%in top 5

SPYM

in top 527.7%

NPFEStockSPYM

11.4%MSFT6.2%

not top 5AAPL7.7%

not top 5NVDA7.3%

4.2%BLLnot top 5

4.2%Vnot top 5

4.0%AMZN3.9%

3.9%ALSNnot top 5

not top 5GOOGL2.6%

Held in common27.4%

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

NPFE vs SPYM Returns, Every Period

NPF Investment AdvisorsNPFE

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

NPFESPYMFaded: behind in that period

0–0Level

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

Stocks vs Core: NPFE vs SPYM

YTD

NPF Investment AdvisorsNPFE

[…]

SPYMSPDR

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.3%Yield1.1%

$674MAssets$182B

1–0SPYM wins

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

Cost, Income and Risk

Fees: NPFE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NPFE0.40%$40

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

Yields: NPFE, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

NPFE0.30%$30

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

NPFE$30 − $40 = −$10

KeptFee

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

Overlap: NPFE, SPYM

Today

27.4%most shared, NPFE and SPYM

NPFESPYM

NPFE—27.4%

SPYM27.4%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

NPFEWorst drop[…][…]

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

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

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