Compare · 3 funds side by side · dividends reinvested

SCZ, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

SCZ, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

iShares MSCI EAFE Small-Cap ETFInternational · Developed0.40%3.17%+10.1%+14.3%+20.2%+5.2%−11.4%15.3%$12.9B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCZ 2007 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI EAFE Small-Cap ETF · $12.9B$12,891

SCZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

SCZMeasureSPYM

+10.1%Year to dateJan 1 → Nov 4+13.4%

+14.3%1 yearTotal return+13.5%

+20.2%3 years · per year$10,000 became $17,385 · $19,186+24.3%

+5.2%5 years · per year$10,000 became $12,891 · $18,126+12.6%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

3.17%Trailing 12-mo yield$317 · $101 a year on $10k1.01%

−11.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer12.8%

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

2–6SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCZ vs SPYM: Top 5 Holdings

Today

SCZ

1.4%in top 5

SPYM

in top 527.3%

SCZStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.3%6532.Tnot top 5

0.3%BSL.AXnot top 5

0.3%IMI.Lnot top 5

0.3%WEIR.Lnot top 5

0.2%PSPN.SWnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCZ vs SPYM Returns, Every Period

iSharesSCZ

+5.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SCZSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: SCZ vs SPYM

YTD

iSharesSCZ

+10.1%

SPYMSPDR

+13.4%

+10.1%Year to date+13.4%

−11.4%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y12.8%

3.2%Yield1.0%

$12.9BAssets$182B

3–1SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCZ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SCZ0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCZ, SPYM, SPY

3.17%highest, SCZ

FundTrailing yieldYield$10k

SCZ3.17%$317

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$277most kept, SCZ

SCZ$317 − $40 = $277

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCZ, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

SCZSPYMSPY

SCZ—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%SCZ, at 15.3% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

SCZWorst drop−11.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCZSPYM

+10.1%Year to date+13.4%

3.2%Yield1.0%

+14.3%Past year+13.5%

0.40%Fee0.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026