Compare · 2 funds side by side · dividends reinvested

RESM and SPY

RESMColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 03

RESM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.1

Columbia Research Enhanced Small Cap ETFUS Stock Styles · Small cap0.32%0.08%+19.7%[…][…][…][…][…]$6M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: RESM 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Small Cap ETF · $6M[…]

RESM

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

RESMMeasureSPY

+19.7%Year to dateJan 1 → Nov 5+13.3%

[…]1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.32%Expense ratio$32 · $9 a year on $10k · lower is better0.09%

0.08%Trailing 12-mo yield$8 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

1–2SPY wins

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

More Ways to See the Pairs

RESM vs SPY: Top 5 Holdings

Today

RESM

2.7%in top 5

SPY

in top 527.7%

RESMStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.7%GKOSnot top 5

0.5%UMBFnot top 5

0.5%BTSGnot top 5

0.5%FROGnot top 5

0.5%VSATnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RESM vs SPY Returns, Every Period

Columbia ThreadneedleRESM

[…]

past year

SPYSPDR

+13.4%

past year

RESMSPYFaded: behind in that period

1–0RESM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: RESM vs SPY

YTD

Columbia ThreadneedleRESM

+19.7%

SPYSPDR

+13.3%

+19.7%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.1%Yield1.0%

$5.9MAssets$805B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RESM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RESM0.32%$32

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RESM, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

RESM0.08%$8

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

RESM$8 − $32 = −$24

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RESM, SPY

Today

0.0%most shared, RESM and SPY

RESMSPY

RESM—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

RESMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYRESM

+13.3%Year to date+19.7%

1.0%Yield0.1%

+13.4%Past year[…]

0.09%Fee0.32%

2–1SPY wins

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026