Compare · 2 funds side by side · dividends reinvested

QLTY and SPYM

QLTYGMO×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

QLTY 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

GMO US Quality ETFUS Stock Styles · Factor0.50%0.63%+17.2%+21.1%[…][…]−11.7%12.6%$5.4B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: QLTY 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.4B[…]

QLTY

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

QLTYMeasureSPYM

+17.2%Year to dateJan 1 → Nov 4+13.4%

+21.1%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%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.63%Trailing 12-mo yield$63 · $101 a year on $10k1.01%

−11.7%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

QLTY vs SPYM: Top 5 Holdings

Today

QLTY

24.6%in top 5

SPYM

in top 527.3%

QLTYStockSPYM

7.8%MSFT5.9%

not top 5NVDA7.7%

not top 5AAPL7.4%

4.3%TMOnot top 5

4.3%JNJnot top 5

4.1%GOOGL2.5%

4.0%METAnot top 5

not top 5AMZN3.8%

Held in common35.9%

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

QLTY vs SPYM Returns, Every Period

GMOQLTY

+21.1%

past year

SPYMSPDR

+13.5%

past year

QLTYSPYMFaded: behind in that period

2–0QLTY wins

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

Stocks vs Core: QLTY vs SPYM

YTD

GMOQLTY

+17.2%

SPYMSPDR

+13.4%

+17.2%Year to date+13.4%

−11.7%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.8%

0.6%Yield1.0%

$5.4BAssets$185B

2–2level

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

Cost, Income and Risk

Fees: QLTY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QLTY0.50%$50

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

Yields: QLTY, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

QLTY0.63%$63

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

QLTY$63 − $50 = $13

KeptFee

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

Overlap: QLTY, SPYM

Today

35.9%most shared, QLTY and SPYM

QLTYSPYM

QLTY—35.9%

SPYM35.9%—

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

Return vs Bumpiness: 2 ETFs

+21.1%QLTY, at 12.6% volatility

QLTYWorst drop−11.7%12.6% 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

SPYMQLTY

+13.4%Year to date+17.2%

1.0%Yield0.6%

+13.5%Past year+21.1%

0.02%Fee0.50%

2–2level

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