Compare · 3 funds side by side · dividends reinvested

SMOT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SMOT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

VanEck Morningstar SMID Moat ETFUnsorted0.49%1.21%+13.1%+16.8%+17.3%[…]−9.3%14.4%$327M2.1

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%$819B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMOT 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Morningstar SMID Moat ETF · $327M[…]

SMOT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

SMOTMeasureSPYM

+13.1%Year to dateJan 1 → Nov 6+8.8%

+16.8%1 yearTotal return+9.8%

+17.3%3 years · per year$10,000 became $16,120 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

1.21%Trailing 12-mo yield$121 · $105 a year on $10k1.05%

−9.3%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

SMOT vs SPYM: Top 5 Holdings

Today

SMOT

8.1%in top 5

SPYM

in top 527.8%

SMOTStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%BDXnot top 5

1.7%VLTOnot top 5

1.6%GEHCnot top 5

1.6%GPNnot top 5

1.5%MASnot top 5

Held in common3.7%

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

SMOT vs SPYM Returns, Every Period

VanEckSMOT

+16.8%

past year

SPYMSPDR

+9.8%

past year

SMOTSPYMFaded: behind in that period

2–1SMOT wins

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

Unsorted vs Core: SMOT vs SPYM

YTD

VanEckSMOT

+13.1%

SPYMSPDR

+8.8%

+13.1%Year to date+8.8%

−9.3%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.6%

1.2%Yield1.1%

$327MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: SMOT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SMOT0.49%$49

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

Yields: SMOT, SPYM, SPY

1.21%highest, SMOT

FundTrailing yieldYield$10k

SMOT1.21%$121

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

SMOT$121 − $49 = $72

KeptFee

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

Overlap: SMOT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SMOTSPYMSPY

SMOT—3.7%3.7%

SPYM3.7%—99.9%

SPY3.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.8%SMOT, at 14.4% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SMOTWorst drop−9.3%14.4% vol

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

Paid More vs Made More

YTD

SMOTSPYM

+13.1%Year to date+8.8%

1.2%Yield1.1%

+16.8%Past year+9.8%

0.49%Fee0.02%

3–1SMOT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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