Compare · 2 funds side by side · dividends reinvested

OCTW and SPYM

OCTWAllianzIM×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

OCTW 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%$179B1.3

AllianzIM U.S. Equity Buffer20 Oct ETFDefined Outcome · Buffer0.74%0.00%+7.4%+9.0%+10.2%+8.8%−3.7%5.4%$434M1.8

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: OCTW 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer20 Oct ETF · $434M$15,218

OCTW

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

OCTWMeasureSPYM

+7.4%Year to dateJan 1 → Nov 9+11.3%

+9.0%1 yearTotal return+13.6%

+10.2%3 years · per year$10,000 became $13,393 · $18,161+22.0%

+8.8%5 years · per year$10,000 became $15,218 · $17,553+11.9%

0.74%Expense ratio$74 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−3.7%Worst dropSmaller is better−8.9%

5.4%VolatilityLower is calmer13.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

OCTW vs SPYM: Top 5 Holdings

Today

OCTW

[…]in top 5

SPYM

in top 527.8%

OCTWStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

OCTW vs SPYM Returns, Every Period

AllianzIMOCTW

+8.8%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

OCTWSPYMFaded: behind in that period

0–4SPYM wins

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

Defined Outcome vs Core: OCTW vs SPYM

YTD

AllianzIMOCTW

+7.4%

SPYMSPDR

+11.3%

+7.4%Year to date+11.3%

−3.7%Worst drop · 1Y−8.9%

5.4%Volatility · 1Y13.7%

0.0%Yield1.0%

$434MAssets$179B

2–2level

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

Cost, Income and Risk

Fees: OCTW, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

OCTW0.74%$74

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

Yields: OCTW, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

OCTW0.00%$0

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

OCTW$0 − $74 = −$74

KeptFee

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

Overlap: OCTW, SPYM

Today

[…]holdings […]

OCTWSPYM

OCTW—[…]

SPYM[…]—

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

OCTWWorst drop−3.7%5.4% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYMOCTW

+11.3%Year to date+7.4%

1.0%Yield0.0%

+13.6%Past year+9.0%

0.02%Fee0.74%

4–0SPYM 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

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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