Compare · 2 funds side by side · dividends reinvested

QAI and SPYM

QAINY Life Investments×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

QAI 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

NYLI Hedge Multi-Strategy Tracker ETFUnsorted0.75%1.41%+6.6%+7.0%+9.1%+4.2%−3.7%7.2%$990M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: QAI 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Hedge Multi-Strategy Tracker ETF · $990M$12,297

QAI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

QAIMeasureSPYM

+6.6%Year to dateJan 1 → Nov 4+13.4%

+7.0%1 yearTotal return+13.5%

+9.1%3 years · per year$10,000 became $12,981 · $19,186+24.3%

+4.2%5 years · per year$10,000 became $12,297 · $18,126+12.6%

0.75%Expense ratio$75 · $2 a year on $10k · lower is better0.02%

1.41%Trailing 12-mo yield$141 · $101 a year on $10k1.01%

−3.7%Worst dropSmaller is better−8.9%

7.2%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QAI vs SPYM: Top 5 Holdings

Today

QAI

49.8%in top 5

SPYM

in top 527.3%

QAIStockSPYM

17.3%FLOTnot top 5

12.5%VGSHnot top 5

7.9%VEAnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

7.4%FLBLnot top 5

not top 5MSFT5.9%

4.8%FLRNnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

QAI vs SPYM Returns, Every Period

NY Life InvestmentsQAI

+4.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

QAISPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: QAI vs SPYM

YTD

NY Life InvestmentsQAI

+6.6%

SPYMSPDR

+13.4%

+6.6%Year to date+13.4%

−3.7%Worst drop · 1Y−8.9%

7.2%Volatility · 1Y12.8%

1.4%Yield1.0%

$990MAssets$185B

3–1QAI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QAI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QAI0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: QAI, SPYM

1.41%highest, QAI

FundTrailing yieldYield$10k

QAI1.41%$141

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

QAI$141 − $75 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: QAI, SPYM

Today

0.0%most shared, QAI and SPYM

QAISPYM

QAI—0.0%

SPYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

QAIWorst drop−3.7%7.2% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

QAISPYM

+6.6%Year to date+13.4%

1.4%Yield1.0%

+7.0%Past year+13.5%

0.75%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026