Compare · 3 funds side by side · dividends reinvested

SCHM, 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

SCHM, 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%$185B1.5

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.26%+18.1%+20.7%+20.5%+7.1%−9.3%16.4%$14.9B2.1

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: SCHM 2011 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $14.9B$14,059

SCHM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SCHMMeasureSPYM

+18.1%Year to dateJan 1 → Nov 3+11.5%

+20.7%1 yearTotal return+11.9%

+20.5%3 years · per year$10,000 became $17,507 · $19,092+24.1%

+7.1%5 years · per year$10,000 became $14,059 · $17,749+12.2%

0.03%Expense ratio$3 · $2 a year on $10k · lower is better0.02%

1.26%Trailing 12-mo yield$126 · $103 a year on $10k1.03%

−9.3%Worst dropSmaller is better−8.9%

16.4%VolatilityLower is calmer12.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

SCHM vs SPYM: Top 5 Holdings

Today

SCHM

2.5%in top 5

SPYM

in top 527.4%

SCHMStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

0.6%OKTAnot top 5

0.5%UTHRnot top 5

0.5%ENTGnot top 5

0.5%OMCnot top 5

0.5%GHnot top 5

Held in common1.9%

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

SCHM vs SPYM Returns, Every Period

SchwabSCHM

+7.1%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SCHMSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: SCHM vs SPYM

YTD

SchwabSCHM

+18.1%

SPYMSPDR

+11.5%

+18.1%Year to date+11.5%

−9.3%Worst drop · 1Y−8.9%

16.4%Volatility · 1Y12.7%

1.3%Yield1.0%

$14.9BAssets$185B

2–2level

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

Cost, Income and Risk

Fees: SCHM, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHM0.03%$3

SPY0.09%$9

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

Yields: SCHM, SPYM, SPY

1.26%highest, SCHM

FundTrailing yieldYield$10k

SCHM1.26%$126

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$123most kept, SCHM

SCHM$126 − $3 = $123

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: SCHM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SCHMSPYMSPY

SCHM—1.9%1.9%

SPYM1.9%—99.9%

SPY1.9%99.9%—

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

Return vs Bumpiness: 3 ETFs

+20.7%SCHM, at 16.4% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SCHMWorst drop−9.3%16.4% vol

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

Paid More vs Made More

YTD

SCHMSPYM

+18.1%Year to date+11.5%

1.3%Yield1.0%

+20.7%Past year+11.9%

0.03%Fee0.02%

3–1SCHM 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