Compare · 2 funds side by side · dividends reinvested

NZAC and SPYM

NZACSPDR×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,555SPYM · best of the two

02 / 04

NZAC 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

State Street SPDR MSCI ACWI Climate Paris Aligned ETFInternational · Global0.12%2.06%+7.7%+9.7%+19.5%+8.6%−10.1%15.2%$188M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: NZAC 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $188M$15,122

NZAC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,555

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

NZACMeasureSPYM

+7.7%Year to dateJan 1 → Nov 9+11.3%

+9.7%1 yearTotal return+13.6%

+19.5%3 years · per year$10,000 became $17,056 · $18,163+22.0%

+8.6%5 years · per year$10,000 became $15,122 · $17,555+11.9%

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

2.06%Trailing 12-mo yield$206 · $103 a year on $10k1.03%

−10.1%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NZAC vs SPYM: Top 5 Holdings

Today

NZAC

20.1%in top 5

SPYM

in top 527.8%

NZACStockSPYM

5.7%AAPL7.9%

5.4%NVDA6.9%

4.4%MSFT6.3%

2.6%AMZN4.0%

not top 5GOOGL2.6%

2.0%GOOGnot top 5

Held in common53.9%

End-of-day Nov 9, 2026 · share of each fund

NZAC vs SPYM Returns, Every Period

SPDRNZAC

+8.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

NZACSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: NZAC vs SPYM

YTD

SPDRNZAC

+7.7%

SPYMSPDR

+11.3%

+7.7%Year to date+11.3%

−10.1%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.7%

2.1%Yield1.0%

$188MAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NZAC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NZAC0.12%$12

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NZAC, SPYM

2.06%highest, NZAC

FundTrailing yieldYield$10k

NZAC2.06%$206

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$194most kept, NZAC

NZAC$206 − $12 = $194

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NZAC, SPYM

Today

53.9%most shared, NZAC and SPYM

NZACSPYM

NZAC—53.9%

SPYM53.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

NZACWorst drop−10.1%15.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NZACSPYM

+7.7%Year to date+11.3%

2.1%Yield1.0%

+9.7%Past year+13.6%

0.12%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026