Compare · 3 funds side by side · dividends reinvested

QTR, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeQTR · 17.71% · $1,771 a year on $10k

Story of the three · RiskSmallest drop

QTR, 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%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.0

Global X - Nasdaq 100 Tail Risk ETFUS Stock Styles · Large cap0.25%17.71%+5.5%+5.6%+17.7%+8.8%−12.3%17.5%$10M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: QTR 2021 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - Nasdaq 100 Tail Risk ETF · $10M$15,240

QTR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested · they hold 52.5% in common

QTRMeasure

More Ways to See the Pairs

QTR vs SPYM: Top 5 Holdings

Today

QTR

30.3%in top 5

SPYM

in top 527.3%

QTRStockSPYM

8.3%AAPL7.9%

7.0%NVDA6.6%

6.6%MSFT6.2%

4.7%AMZN4.0%

3.7%

Cost, Income and Risk

Fees: QTR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

QTR0.25%$25

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

Yields: QTR, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM

+5.5%Year to dateJan 1 → Nov 10+10.9%

+5.6%1 yearTotal return+13.1%

+17.7%3 years · per year$10,000 became $16,303 · $17,936+21.5%

+8.8%5 years · per year$10,000 became $15,240 · $17,429+11.8%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

17.71%Trailing 12-mo yield$1,771 · $103 a year on $10k1.03%

−12.3%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMD

not top 5

not top 5GOOGL2.6%

Held in common52.5%

End-of-day Nov 10, 2026 · share of each fund

QTR vs SPYM Returns, Every Period

5Y

Global XQTR

+8.8%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

QTRSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: QTR vs SPYM

YTD

Global XQTR

+5.5%

SPYMSPDR

+10.9%

+5.5%Year to date+10.9%

−12.3%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.7%

17.7%Yield1.0%

$9.7MAssets$179B

3–1SPYM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

17.71%highest, QTR

FundTrailing yieldYield$10k

QTR17.71%$1,771

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,746most kept, QTR

QTR$1,771 − $25 = $1,746

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: QTR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

QTRSPYMSPY

QTR—52.5%52.5%

SPYM52.5%—99.9%

SPY52.5%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.8% vol

QTRWorst drop−12.3%17.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

QTRSPYM

+5.5%Year to date+10.9%

17.7%Yield1.0%

+5.6%Past year+13.1%

0.25%Fee0.02%

3–1SPYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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QTR, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three