Compare · 2 funds side by side · dividends reinvested

RVER and SPYM

RVERRiver1 Asset Management×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

RVER 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%$182B1.1

Trenchless Fund ETFUnsorted0.65%1.65%+3.2%+0.9%[…][…]−21.2%28.7%$126M1.8

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: RVER 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Trenchless Fund ETF · $126M[…]

RVER

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 13.0% in common

RVERMeasureSPYM

+3.2%Year to dateJan 1 → Nov 6+8.8%

+0.9%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

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

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.65%Trailing 12-mo yield$165 · $105 a year on $10k1.05%

−21.2%Worst dropSmaller is better−8.9%

28.7%VolatilityLower is calmer13.6%

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

1–5SPYM wins

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

More Ways to See the Pairs

RVER vs SPYM: Top 5 Holdings

Today

RVER

47.7%in top 5

SPYM

in top 527.8%

RVERStockSPYM

13.7%BEnot top 5

9.9%AVGOnot top 5

8.7%FSLRnot top 5

8.3%FLEXnot top 5

not top 5AAPL7.9%

7.1%NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common13.0%

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

RVER vs SPYM Returns, Every Period

River1 Asset ManagementRVER

+0.9%

past year

SPYMSPDR

+9.8%

past year

RVERSPYMFaded: behind in that period

0–2SPYM wins

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

Unsorted vs Core: RVER vs SPYM

YTD

River1 Asset ManagementRVER

+3.2%

SPYMSPDR

+8.8%

+3.2%Year to date+8.8%

−21.2%Worst drop · 1Y−8.9%

28.7%Volatility · 1Y13.6%

1.7%Yield1.1%

$126MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: RVER, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RVER0.65%$65

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

Yields: RVER, SPYM

1.65%highest, RVER

FundTrailing yieldYield$10k

RVER1.65%$165

SPYM1.05%$105

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

RVER$165 − $65 = $100

KeptFee

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

Overlap: RVER, SPYM

Today

13.0%most shared, RVER and SPYM

RVERSPYM

RVER—13.0%

SPYM13.0%—

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

RVERWorst drop−21.2%28.7% vol

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

Paid More vs Made More

YTD

RVERSPYM

+3.2%Year to date+8.8%

1.7%Yield1.1%

+0.9%Past year+9.8%

0.65%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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026