Compare · 2 funds side by side · dividends reinvested

ROPE and SPYM

ROPECoastal Compass×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

ROPE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Series Trust - Coastal Compass 100 ETFUnsorted0.81%1.72%+15.2%+21.9%[…][…]−6.7%11.2%$25M1.2

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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: ROPE 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - Coastal Compass 100 ETF · $25M[…]

ROPE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

ROPEMeasureSPYM

+15.2%Year to dateJan 1 → Nov 5+8.4%

+21.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.81%Expense ratio$81 · $2 a year on $10k · lower is better0.02%

1.72%Trailing 12-mo yield$172 · $106 a year on $10k1.06%

−6.7%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.6%

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

5–1ROPE wins

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

More Ways to See the Pairs

ROPE vs SPYM: Top 5 Holdings

Today

ROPE

27.7%in top 5

SPYM

in top 527.7%

ROPEStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

6.2%AMGNnot top 5

5.5%ABBVnot top 5

5.4%MDLZnot top 5

5.3%PMnot top 5

5.3%PGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common21.7%

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

ROPE vs SPYM Returns, Every Period

Coastal CompassROPE

+21.9%

past year

SPYMSPDR

+9.8%

past year

ROPESPYMFaded: behind in that period

2–0ROPE wins

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

Unsorted vs Core: ROPE vs SPYM

YTD

Coastal CompassROPE

+15.2%

SPYMSPDR

+8.4%

+15.2%Year to date+8.4%

−6.7%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.6%

1.7%Yield1.1%

$25.3MAssets$182B

4–0ROPE wins

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

Cost, Income and Risk

Fees: ROPE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ROPE0.81%$81

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

Yields: ROPE, SPYM

1.72%highest, ROPE

FundTrailing yieldYield$10k

ROPE1.72%$172

SPYM1.06%$106

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ROPE$172 − $81 = $91

KeptFee

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

Overlap: ROPE, SPYM

Today

21.7%most shared, ROPE and SPYM

ROPESPYM

ROPE—21.7%

SPYM21.7%—

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

Return vs Bumpiness: 2 ETFs

+21.9%ROPE, at 11.2% volatility

ROPEWorst drop−6.7%11.2% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

ROPESPYM

+15.2%Year to date+8.4%

1.7%Yield1.1%

+21.9%Past year+9.8%

0.81%Fee0.02%

3–1ROPE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026