Compare SMDV and SPY | ETF Tracker

SMDV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

ProShares S&P SmallCap 600 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.35%+14.4%+15.6%+13.8%+5.7%−9.8%14.3%$662M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMDV 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares S&P SmallCap 600 Dividend Aristocrats ETF · $662M$13,224

SMDV

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMDVMeasureSPY

+14.4%Year to dateJan 1 → Nov 6+8.7%

+15.6%1 yearTotal return+9.7%

+13.8%3 years · per year$10,000 became $14,748 · $18,039+21.7%

+5.7%5 years · per year$10,000 became $13,224 · $17,118+11.3%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

2.35%Trailing 12-mo yield$235 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

3–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMDV vs SPY: Top 5 Holdings

Today

SMDV

8.3%in top 5

SPY

in top 527.8%

SMDVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%RHInot top 5

1.7%BMInot top 5

1.7%TRNnot top 5

1.6%WDFCnot top 5

1.6%HWKNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SMDV vs SPY Returns, Every Period

5Y

ProSharesSMDV

+5.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SMDVSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: SMDV vs SPY

YTD

ProSharesSMDV

+14.4%

SPYSPDR

+8.7%

+14.4%Year to date+8.7%

−9.8%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

2.3%Yield1.0%

$662MAssets$819B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMDV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SMDV0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SMDV, SPY

1Y

2.35%highest, SMDV

FundTrailing yieldYield$10k

SMDV2.35%$235

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$195most kept, SMDV

SMDV$235 − $40 = $195

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SMDV, SPY

Today

0.0%most shared, SMDV and SPY

SMDVSPY

SMDV—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.6%SMDV, at 14.3% volatility

SPYWorst drop−8.9%13.6% vol

SMDVWorst drop−9.8%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SMDVSPY

+14.4%Year to date+8.7%

2.3%Yield1.0%

+15.6%Past year+9.7%

0.40%Fee0.09%

3–1SMDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026