Compare · 3 funds side by side · dividends reinvested

SIZE, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

SIZE, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.37%+12.9%+14.1%+19.6%+7.5%−8.0%12.6%$434M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: SIZE 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,359

SIZE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

SIZEMeasureSPYM

+12.9%Year to dateJan 1 → Nov 3+11.5%

+14.1%1 yearTotal return+11.9%

+19.6%3 years · per year$10,000 became $17,120 · $19,092+24.1%

+7.5%5 years · per year$10,000 became $14,359 · $17,749+12.2%

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

1.37%Trailing 12-mo yield$137 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer12.7%

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

5–3SIZE wins

End-of-day Nov 3, 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 527.4%

SIZEStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

0.5%OKTAnot top 5

0.4%TEAMnot top 5

0.4%NTRAnot top 5

0.4%SNnot top 5

0.4%VEEVnot top 5

Held in common41.7%

End-of-day Nov 3, 2026 · share of each fund

SIZE vs SPYM Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SIZESPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs SPYM

YTD

iSharesSIZE

+12.9%

SPYMSPDR

+11.5%

+12.9%Year to date+11.5%

−8.0%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y12.7%

1.4%Yield1.0%

$434MAssets$185B

4–0SIZE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SIZE0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SIZE, SPYM, SPY

1.37%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.37%$137

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SIZE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SIZESPYMSPY

SIZE—41.7%41.7%

SPYM41.7%—99.9%

SPY41.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%SIZE, at 12.6% volatility

SIZEWorst drop−8.0%12.6% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESPYM

+12.9%Year to date+11.5%

1.4%Yield1.0%

+14.1%Past year+11.9%

0.15%Fee0.02%

3–1SIZE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026