Compare · 2 funds side by side · dividends reinvested

SHM and SPYM

SHMSPDR×SPYMSPDR×

Versus in desk

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

02 / 04

SHM and SPYM, 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 Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.1%+1.7%+3.4%+1.1%−2.7%1.8%$3.5B1.6

Rank among the two1st → 2ndFee, 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: SHM 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,567

SHM

SPYM

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

$10,000 five years ago, dividends reinvested

SHMMeasureSPYM

+1.1%Year to dateJan 1 → Nov 5+13.4%

+1.7%1 yearTotal return+13.5%

+3.4%3 years · per year$10,000 became $11,066 · $19,186+24.3%

+1.1%5 years · per year$10,000 became $10,542 · $18,126+12.6%

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

2.71%Trailing 12-mo yield$271 · $101 a year on $10k1.01%

−2.7%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer12.8%

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

3–5SPYM wins

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

More Ways to See the Pairs

SHM vs SPYM: Top 5 Holdings

Today

SHM

[…]in top 5

SPYM

in top 527.7%

SHMStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

SHM vs SPYM Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SHMSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: SHM vs SPYM

YTD

SPDRSHM

+1.1%

SPYMSPDR

+13.4%

+1.1%Year to date+13.4%

−2.7%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y12.8%

2.7%Yield1.0%

$3.5BAssets$182B

3–1SHM wins

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

Cost, Income and Risk

Fees: SHM, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SHM0.20%$20

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

Yields: SHM, SPYM

2.71%highest, SHM

FundTrailing yieldYield$10k

SHM2.71%$271

SPYM1.01%$101

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

Income After Fees on $10,000

$251most kept, SHM

SHM$271 − $20 = $251

SPYM$101 − $2 = $99

KeptFee

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

Overlap: SHM, SPYM

Today

[…]holdings […]

SHMSPYM

SHM—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SHMWorst drop−2.7%1.8% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SHMSPYM

+1.1%Year to date+13.4%

2.7%Yield1.0%

+1.7%Past year+13.5%

0.20%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026