Compare · 3 funds side by side · dividends reinvested

SIMS, 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

SIMS, 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%$185B1.1

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%$798B1.9

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+9.3%−3.6%+18.2%+0.9%−15.6%23.0%$8M3.0

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: SIMS 2017 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$10,482

SIMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SIMSMeasureSPYM

+9.3%Year to dateJan 1 → Nov 4+13.4%

−3.6%1 yearTotal return+13.5%

+18.2%3 years · per year$10,000 became $16,498 · $19,186+24.3%

+0.9%5 years · per year$10,000 became $10,482 · $18,126+12.6%

0.45%Expense ratio$45 · $2 a year on $10k · lower is better0.02%

0.55%Trailing 12-mo yield$55 · $101 a year on $10k1.01%

−15.6%Worst dropSmaller is better−8.9%

23.0%VolatilityLower is calmer12.8%

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

0–8SPYM wins

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

More Ways to See the Pairs

SIMS vs SPYM: Top 5 Holdings

Today

SIMS

18.1%in top 5

SPYM

in top 527.3%

SIMSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.8%ADTnot top 5

not top 5AMZN3.8%

3.8%TTEKnot top 5

3.7%ALRMnot top 5

3.6%VLTOnot top 5

3.2%ITRInot top 5

not top 5GOOGL2.5%

Held in common2.7%

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

SIMS vs SPYM Returns, Every Period

SPDRSIMS

+0.9%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SIMSSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: SIMS vs SPYM

YTD

SPDRSIMS

+9.3%

SPYMSPDR

+13.4%

+9.3%Year to date+13.4%

−15.6%Worst drop · 1Y−8.9%

23.0%Volatility · 1Y12.8%

0.5%Yield1.0%

$8.1MAssets$185B

4–0SPYM wins

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

Cost, Income and Risk

Fees: SIMS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SIMS0.45%$45

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

Yields: SIMS, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

SIMS0.55%$55

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

SIMS$55 − $45 = $10

KeptFee

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

Overlap: SIMS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

SIMSSPYMSPY

SIMS—2.7%2.7%

SPYM2.7%—99.8%

SPY2.7%99.8%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

SIMSWorst drop−15.6%23.0% vol

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

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026