Compare · 3 funds side by side · dividends reinvested

SDTY, 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

SDTY, 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%$182B1.6

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.08%+12.2%+13.8%[…][…]−8.0%11.8%$41M1.7

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%$805B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SDTY 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

SDTY

SPYM

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

$10,000 five years ago, dividends reinvested

SDTYMeasureSPYM

+12.2%Year to dateJan 1 → Nov 4+13.4%

+13.8%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

1.08%Expense ratio$108 · $2 a year on $10k · lower is better0.02%

29.08%Trailing 12-mo yield$2,908 · $101 a year on $10k1.01%

−8.0%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer12.8%

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

4–2SDTY wins

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

More Ways to See the Pairs

SDTY vs SPYM: Top 5 Holdings

Today

SDTY

[…]in top 5

SPYM

in top 527.3%

SDTYStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

SDTY vs SPYM Returns, Every Period

YieldMaxSDTY

+13.8%

past year

SPYMSPDR

+13.5%

past year

SDTYSPYMFaded: behind in that period

1–1Level

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

Income vs Core: SDTY vs SPYM

YTD

YieldMaxSDTY

+12.2%

SPYMSPDR

+13.4%

+12.2%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y12.8%

29.1%Yield1.0%

$40.5MAssets$182B

3–1SDTY wins

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

Cost, Income and Risk

Fees: SDTY, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SDTY1.08%$108

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

Yields: SDTY, SPYM, SPY

29.08%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.08%$2,908

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$2,800most kept, SDTY

SDTY$2,908 − $108 = $2,800

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: SDTY, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

SDTYSPYMSPY

SDTY—[…][…]

SPYM[…]—99.8%

SPY[…]99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.8%SDTY, at 11.8% volatility

SDTYWorst drop−8.0%11.8% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SDTYSPYM

+12.2%Year to date+13.4%

29.1%Yield1.0%

+13.8%Past year+13.5%

1.08%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