Compare · 2 funds side by side · dividends reinvested

QVOY and SPYM

QVOYQ3×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

QVOY 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.1

Q3 All-Season Active Rotation ETFUnsorted1.10%9.31%−0.1%+2.0%+9.4%[…]−15.6%17.5%$55M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: QVOY 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Q3 All-Season Active Rotation ETF · $55M[…]

QVOY

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

QVOYMeasureSPYM

−0.1%Year to dateJan 1 → Nov 6+8.8%

+2.0%1 yearTotal return+9.8%

+9.4%3 years · per year$10,000 became $13,093 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

1.10%Expense ratio$110 · $2 a year on $10k · lower is better0.02%

9.31%Trailing 12-mo yield$931 · $105 a year on $10k1.05%

−15.6%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

1–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QVOY vs SPYM: Top 5 Holdings

Today

QVOY

69.7%in top 5

SPYM

in top 527.8%

QVOYStockSPYM

14.8%XLVnot top 5

14.8%COWZnot top 5

14.0%VOEnot top 5

13.8%XLEnot top 5

12.4%QQQnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

QVOY vs SPYM Returns, Every Period

Q3QVOY

+2.0%

past year

SPYMSPDR

+9.8%

past year

QVOYSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: QVOY vs SPYM

YTD

Q3QVOY

−0.1%

SPYMSPDR

+8.8%

−0.1%Year to date+8.8%

−15.6%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

9.3%Yield1.1%

$55.1MAssets$178B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVOY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QVOY1.10%$110

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QVOY, SPYM

9.31%highest, QVOY

FundTrailing yieldYield$10k

QVOY9.31%$931

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$821most kept, QVOY

QVOY$931 − $110 = $821

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QVOY, SPYM

Today

0.0%most shared, QVOY and SPYM

QVOYSPYM

QVOY—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

QVOYWorst drop−15.6%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

QVOYSPYM

−0.1%Year to date+8.8%

9.3%Yield1.1%

+2.0%Past year+9.8%

1.10%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026