Compare · 2 funds side by side · dividends reinvested

SIZE and SPYM

SIZEiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SIZE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$434M1.4

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%$185B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SIZE 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,800

SIZE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 42.0% in common

SIZEMeasureSPYM

+14.9%Year to dateJan 1 → Nov 4+13.4%

+16.4%1 yearTotal return+13.5%

+20.0%3 years · per year$10,000 became $17,299 · $19,186+24.3%

+8.2%5 years · per year$10,000 became $14,800 · $18,126+12.6%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.34%Trailing 12-mo yield$134 · $101 a year on $10k1.01%

−8.0%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.8%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs SPYM: Top 5 Holdings

Today

SIZE

2.0%in top 5

SPYM

in top 527.3%

SIZEStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.4%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common42.0%

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

SIZE vs SPYM Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SIZESPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: SIZE vs SPYM

YTD

iSharesSIZE

+14.9%

SPYMSPDR

+13.4%

+14.9%Year to date+13.4%

−8.0%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

1.3%Yield1.0%

$434MAssets$185B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SIZE0.15%$15

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

Yields: SIZE, SPYM

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

SPYM1.01%$101

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

SPYM$101 − $2 = $99

KeptFee

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

Overlap: SIZE, SPYM

Today

42.0%most shared, SIZE and SPYM

SIZESPYM

SIZE—42.0%

SPYM42.0%—

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

Return vs Bumpiness: 2 ETFs

+16.4%SIZE, at 12.7% volatility

SIZEWorst drop−8.0%12.7% vol

SPYMWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SIZESPYM

+14.9%Year to date+13.4%

1.3%Yield1.0%

+16.4%Past year+13.5%

0.15%Fee0.02%

3–1SIZE wins

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

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