Compare · 2 funds side by side · dividends reinvested

PCLO and SPYM

PCLOVirtus×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

PCLO 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFBonds & Cash · Corporate0.29%5.00%+4.0%+4.9%[…][…]−0.2%0.9%$19M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PCLO 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF · $19M[…]

PCLO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested

PCLOMeasureSPYM

+4.0%Year to dateJan 1 → Nov 3+11.5%

+4.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

5.00%Trailing 12-mo yield$500 · $103 a year on $10k1.03%

−0.2%Worst dropSmaller is better−8.9%

0.9%VolatilityLower is calmer12.7%

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

3–3Level

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

More Ways to See the Pairs

PCLO vs SPYM: Top 5 Holdings

Today

PCLO

[…]in top 5

SPYM

in top 527.4%

PCLOStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PCLO vs SPYM Returns, Every Period

VirtusPCLO

+4.9%

past year

SPYMSPDR

+11.9%

past year

PCLOSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Core: PCLO vs SPYM

YTD

VirtusPCLO

+4.0%

SPYMSPDR

+11.5%

+4.0%Year to date+11.5%

−0.2%Worst drop · 1Y−8.9%

0.9%Volatility · 1Y12.7%

5.0%Yield1.0%

$18.7MAssets$185B

3–1PCLO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCLO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

PCLO0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PCLO, SPYM

5.00%highest, PCLO

FundTrailing yieldYield$10k

PCLO5.00%$500

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$471most kept, PCLO

PCLO$500 − $29 = $471

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PCLO, SPYM

Today

[…]holdings […]

PCLOSPYM

PCLO—[…]

SPYM[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

PCLOWorst drop−0.2%0.9% vol

SPYMWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PCLOSPYM

+4.0%Year to date+11.5%

5.0%Yield1.0%

+4.9%Past year+11.9%

0.29%Fee0.02%

3–1SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026