Compare · 3 funds side by side · dividends reinvested

QB, SPYM and SPY

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

02 / 04

QB, SPYM and SPY, 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%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

ProShares - Nasdaq-100 Dynamic Buffer ETFDefined Outcome · Buffer0.58%0.79%+12.9%+12.8%[…][…]−4.4%7.4%$4M2.3

Rank among the three1st → 3rdFee, 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: QB 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Nasdaq-100 Dynamic Buffer ETF · $4M[…]

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

QBMeasureSPYM

+12.9%Year to dateJan 1 → Nov 4+13.4%

+12.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

0.79%Trailing 12-mo yield$79 · $101 a year on $10k1.01%

−4.4%Worst dropSmaller is better−8.9%

7.4%VolatilityLower is calmer12.8%

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

2–4SPYM wins

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

More Ways to See the Pairs

QB vs SPYM: Top 5 Holdings

Today

31.5%in top 5

SPYM

in top 527.3%

QBStockSPYM

8.2%NVDA7.7%

8.0%AAPL7.4%

6.4%MSFT5.9%

4.5%AMZN3.8%

4.4%MUnot top 5

not top 5GOOGL2.5%

Held in common52.8%

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

QB vs SPYM Returns, Every Period

ProSharesQB

+12.8%

past year

SPYMSPDR

+13.5%

past year

QBSPYMFaded: behind in that period

0–2SPYM wins

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

Defined Outcome vs Core: QB vs SPYM

YTD

ProSharesQB

+12.9%

SPYMSPDR

+13.4%

+12.9%Year to date+13.4%

−4.4%Worst drop · 1Y−8.9%

7.4%Volatility · 1Y12.8%

0.8%Yield1.0%

$3.8MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: QB, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

QB0.58%$58

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

Yields: QB, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

QB0.79%$79

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

QB$79 − $58 = $21

KeptFee

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

Overlap: QB, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

QBSPYMSPY

QB—52.8%52.8%

SPYM52.8%—99.8%

SPY52.8%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

QBWorst drop−4.4%7.4% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026