Compare · 3 funds side by side · dividends reinvested

SHE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SHE, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

State Street SPDR MSCI USA Gender Diversity ETFUS Stock Styles · Large cap0.20%1.19%+12.5%+15.2%+22.1%+8.1%−8.6%14.9%$344M1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHE 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI USA Gender Diversity ETF · $344M$14,770

SHE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

SHEMeasureSPYM

+12.5%Year to dateJan 1 → Nov 5+8.4%

+15.2%1 yearTotal return+9.8%

+22.1%3 years · per year$10,000 became $18,184 · $18,222+22.1%

+8.1%5 years · per year$10,000 became $14,770 · $17,164+11.4%

0.20%Expense ratio$20 · $2 a year on $10k · lower is better0.02%

1.19%Trailing 12-mo yield$119 · $106 a year on $10k1.06%

−8.6%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.6%

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

4–3SHE wins

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

More Ways to See the Pairs

SHE vs SPYM: Top 5 Holdings

Today

SHE

22.1%in top 5

SPYM

in top 527.7%

SHEStockSPYM

not top 5AAPL7.7%

4.2%NVDA7.3%

5.3%MSFT6.2%

4.8%AMDnot top 5

not top 5AMZN3.9%

3.9%MUnot top 5

3.8%NFLXnot top 5

not top 5GOOGL2.6%

Held in common41.9%

End-of-day Nov 5, 2026 · share of each fund

SHE vs SPYM Returns, Every Period

SPDRSHE

+8.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SHESPYMFaded: behind in that period

2–1SHE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SHE vs SPYM

YTD

SPDRSHE

+12.5%

SPYMSPDR

+8.4%

+12.5%Year to date+8.4%

−8.6%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.6%

1.2%Yield1.1%

$344MAssets$182B

3–1SHE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SHE0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SHE, SPYM, SPY

1.19%highest, SHE

FundTrailing yieldYield$10k

SHE1.19%$119

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SHE$119 − $20 = $99

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SHE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SHESPYMSPY

SHE—41.9%41.9%

SPYM41.9%—99.9%

SPY41.9%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%SHE, at 14.9% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SHEWorst drop−8.6%14.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SHESPYM

+12.5%Year to date+8.4%

1.2%Yield1.1%

+15.2%Past year+9.8%

0.20%Fee0.02%

3–1SHE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026