Compare · 3 funds side by side · dividends reinvested

SIO, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

SIO, SPY 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.5%+1.4%+7.4%[…]−3.6%4.0%$306M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SIO 2022 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Touchstone Strategic Income ETF · $306M[…]

SIO

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SIOMeasureSPY

+0.5%Year to dateJan 1 → Nov 9+11.2%

+1.4%1 yearTotal return+13.5%

+7.4%3 years · per year$10,000 became $12,389 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.82%Expense ratio$82 · $9 a year on $10k · lower is better0.09%

7.00%Trailing 12-mo yield$700 · $101 a year on $10k1.01%

−3.6%Worst dropSmaller is better−8.9%

4.0%VolatilityLower is calmer13.7%

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

3–4SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SIO vs SPY: Top 5 Holdings

Today

SIO

1.3%in top 5

SPY

in top 527.8%

SIOStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.3%XELLLnot top 5

0.3%USB-PRnot top 5

0.3%CFG-PEnot top 5

0.2%CMSDnot top 5

0.2%SOJDnot top 5

Held in common1.1%

End-of-day Nov 9, 2026 · share of each fund

SIO vs SPY Returns, Every Period

TouchstoneSIO

+1.4%

past year

SPYSPDR

+13.5%

past year

SIOSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: SIO vs SPYM

YTD

TouchstoneSIO

+0.5%

SPYMSPDR

+11.3%

+0.5%Year to date+11.3%

−3.6%Worst drop · 1Y−8.9%

4.0%Volatility · 1Y13.7%

7.0%Yield1.0%

$306MAssets$179B

3–1SIO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIO, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SIO0.82%$82

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SIO, SPY, SPYM

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SIO, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SIOSPYSPYM

SIO—1.1%1.1%

SPY1.1%—99.9%

SPYM1.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SIOWorst drop−3.6%4.0% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SIOSPYM

+0.5%Year to date+11.3%

7.0%Yield1.0%

+1.4%Past year+13.6%

0.82%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026