Compare · 3 funds side by side · dividends reinvested

RWO, SPYM and SPY

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

02 / 04

RWO, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

State Street SPDR Dow Jones Global Real Estate ETFSectors · Real estate0.50%3.35%+10.8%+11.5%+13.8%+1.5%−11.3%13.3%$1.3B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: RWO 2008 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Global Real Estate ETF · $1.3B$10,748

RWO

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

RWOMeasureSPYM

+10.8%Year to dateJan 1 → Nov 6+8.8%

+11.5%1 yearTotal return+9.8%

+13.8%3 years · per year$10,000 became $14,747 · $18,082+21.8%

+1.5%5 years · per year$10,000 became $10,748 · $17,192+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

3.35%Trailing 12-mo yield$335 · $105 a year on $10k1.05%

−11.3%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

RWO vs SPYM: Top 5 Holdings

Today

RWO

31.6%in top 5

SPYM

in top 527.8%

RWOStockSPYM

10.5%WELLnot top 5

not top 5AAPL7.9%

7.3%PLDnot top 5

not top 5NVDA6.9%

not top 5MSFT6.3%

5.8%EQIXnot top 5

4.4%SPGnot top 5

not top 5AMZN4.0%

3.6%DLRnot top 5

not top 5GOOGL2.6%

Held in common1.5%

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

RWO vs SPYM Returns, Every Period

SPDRRWO

+1.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

RWOSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: RWO vs SPYM

YTD

SPDRRWO

+10.8%

SPYMSPDR

+8.8%

+10.8%Year to date+8.8%

−11.3%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.6%

3.3%Yield1.1%

$1.3BAssets$182B

3–1RWO wins

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

Cost, Income and Risk

Fees: RWO, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

RWO0.50%$50

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

Yields: RWO, SPYM, SPY

3.35%highest, RWO

FundTrailing yieldYield$10k

RWO3.35%$335

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$285most kept, RWO

RWO$335 − $50 = $285

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: RWO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

RWOSPYMSPY

RWO—1.5%1.5%

SPYM1.5%—99.9%

SPY1.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.5%RWO, at 13.3% volatility

RWOWorst drop−11.3%13.3% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

RWOSPYM

+10.8%Year to date+8.8%

3.3%Yield1.1%

+11.5%Past year+9.8%

0.50%Fee0.02%

3–1RWO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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