Compare · 3 funds side by side · dividends reinvested

RSSY, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

RSSY, 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Return Stacked U.S. Stocks & FuUS Stock Styles · Large cap0.99%1.51%+34.7%+28.8%[…][…]−7.4%13.3%$101M1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: RSSY 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Return Stacked U.S. Stocks & Fu · $101M[…]

RSSY

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

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

RSSYMeasureSPY

+34.7%Year to dateJan 1 → Nov 3+11.5%

+28.8%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.99%Expense ratio$99 · $9 a year on $10k · lower is better0.09%

1.51%Trailing 12-mo yield$151 · $101 a year on $10k1.01%

−7.4%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer12.8%

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

4–2RSSY wins

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

More Ways to See the Pairs

RSSY vs SPY: Top 5 Holdings

Today

RSSY

46.6%in top 5

SPY

in top 527.4%

RSSYStockSPY

46.6%IVVnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

RSSY vs SPY Returns, Every Period

Return StackedRSSY

+28.8%

past year

SPYSPDR

+11.8%

past year

RSSYSPYFaded: behind in that period

2–0RSSY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: RSSY vs SPYM

YTD

Return StackedRSSY

+34.7%

SPYMSPDR

+11.5%

+34.7%Year to date+11.5%

−7.4%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y12.7%

1.5%Yield1.0%

$101MAssets$185B

3–1RSSY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSSY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

RSSY0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RSSY, SPYM, SPY

1.51%highest, RSSY

FundTrailing yieldYield$10k

RSSY1.51%$151

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

RSSY$151 − $99 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RSSY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RSSYSPYMSPY

RSSY—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.8%RSSY, at 13.3% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

RSSYWorst drop−7.4%13.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RSSYSPYM

+34.7%Year to date+11.5%

1.5%Yield1.0%

+28.8%Past year+11.9%

0.99%Fee0.02%

3–1RSSY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026