Compare · 2 funds side by side · dividends reinvested

PAVE and SPYM

PAVEGlobal X×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,862PAVE · best of the two

02 / 04

PAVE 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%$179B1.4

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.81%+11.8%+12.8%+22.3%+14.7%−15.3%21.9%$13.0B1.6

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: PAVE 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Infrastructure Development ETF · $13.0B$19,862

PAVE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

PAVEMeasureSPYM

+11.8%Year to dateJan 1 → Nov 9+11.3%

+12.8%1 yearTotal return+13.6%

+22.3%3 years · per year$10,000 became $18,295 · $18,161+22.0%

+14.7%5 years · per year$10,000 became $19,862 · $17,553+11.9%

0.47%Expense ratio$47 · $2 a year on $10k · lower is better0.02%

0.81%Trailing 12-mo yield$81 · $103 a year on $10k1.03%

−15.3%Worst dropSmaller is better−8.9%

21.9%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

PAVE vs SPYM: Top 5 Holdings

Today

PAVE

18.2%in top 5

SPYM

in top 527.8%

PAVEStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.9%FASTnot top 5

3.8%EMRnot top 5

3.7%DEnot top 5

3.5%NUEnot top 5

3.3%CRHnot top 5

not top 5GOOGL2.6%

Held in common2.6%

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

PAVE vs SPYM Returns, Every Period

Global XPAVE

+14.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

PAVESPYMFaded: behind in that period

3–1PAVE wins

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

Thematic vs Core: PAVE vs SPYM

YTD

Global XPAVE

+11.8%

SPYMSPDR

+11.3%

+11.8%Year to date+11.3%

−15.3%Worst drop · 1Y−8.9%

21.9%Volatility · 1Y13.7%

0.8%Yield1.0%

$13.0BAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: PAVE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PAVE0.47%$47

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

Yields: PAVE, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

PAVE0.81%$81

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

PAVE$81 − $47 = $34

KeptFee

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

Overlap: PAVE, SPYM

Today

2.6%most shared, PAVE and SPYM

PAVESPYM

PAVE—2.6%

SPYM2.6%—

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

PAVEWorst drop−15.3%21.9% vol

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

Paid More vs Made More

YTD

SPYMPAVE

+11.3%Year to date+11.8%

1.0%Yield0.8%

+13.6%Past year+12.8%

0.02%Fee0.47%

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

+33.2%

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