Compare · 2 funds side by side · dividends reinvested

SMMD and SPYM

SMMDiShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

SMMD 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.18%+13.9%+17.7%+19.8%+6.2%−9.7%17.0%$4.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SMMD 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$13,516

SMMD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

SMMDMeasureSPYM

+13.9%Year to dateJan 1 → Nov 5+8.4%

+17.7%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,183 · $18,222+22.1%

+6.2%5 years · per year$10,000 became $13,516 · $17,164+11.4%

0.23%Expense ratio$23 · $2 a year on $10k · lower is better0.02%

1.18%Trailing 12-mo yield$118 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

17.0%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

SMMD vs SPYM: Top 5 Holdings

Today

SMMD

1.6%in top 5

SPYM

in top 527.7%

SMMDStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.3%ATInot top 5

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%RSnot top 5

0.3%PKGnot top 5

Held in common1.2%

End-of-day Nov 5, 2026 · share of each fund

SMMD vs SPYM Returns, Every Period

iSharesSMMD

+6.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SMMDSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SMMD vs SPYM

YTD

iSharesSMMD

+13.9%

SPYMSPDR

+8.4%

+13.9%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

17.0%Volatility · 1Y13.6%

1.2%Yield1.1%

$4.2BAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMMD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMMD0.23%$23

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMMD, SPYM

1.18%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.18%$118

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SMMD$118 − $23 = $95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMMD, SPYM

Today

1.2%most shared, SMMD and SPYM

SMMDSPYM

SMMD—1.2%

SPYM1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%SMMD, at 17.0% volatility

SPYMWorst drop−8.9%13.6% vol

SMMDWorst drop−9.7%17.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMMDSPYM

+13.9%Year to date+8.4%

1.2%Yield1.1%

+17.7%Past year+9.8%

0.23%Fee0.02%

3–1SMMD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026