Compare · 2 funds side by side · dividends reinvested

SMRF and SPYM

SMRFALPS×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 / 03

SMRF 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.1

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETFThematic · Nuclear & uranium0.65%1.90%[…][…][…][…][…][…]$13M1.5

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: SMRF 2026 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF · $13M[…]

SMRF

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

SMRFMeasureSPYM

[…]Year to dateJan 1 → Nov 5+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.90%Trailing 12-mo yield$190 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

1–1Level

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

More Ways to See the Pairs

SMRF vs SPYM: Top 5 Holdings

Today

SMRF

24.8%in top 5

SPYM

in top 527.7%

SMRFStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.9%1816.HKnot top 5

5.0%NXEnot top 5

4.8%KAP.ILnot top 5

4.6%BWXTnot top 5

4.5%CCJnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common4.4%

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

SMRF vs SPYM Returns, Every Period

ALPSSMRF

[…]

past year

SPYMSPDR

+13.5%

past year

Returns […]

SMRFSPYMFaded: behind in that period

0–0Level

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

Thematic vs Core: SMRF vs SPYM

YTD

ALPSSMRF

[…]

SPYMSPDR

+13.4%

[…]Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

1.9%Yield1.0%

$13.5MAssets$182B

1–0SMRF wins

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

Cost, Income and Risk

Fees: SMRF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SMRF0.65%$65

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

Yields: SMRF, SPYM

1.90%highest, SMRF

FundTrailing yieldYield$10k

SMRF1.90%$190

SPYM1.01%$101

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

Income After Fees on $10,000

$125most kept, SMRF

SMRF$190 − $65 = $125

SPYM$101 − $2 = $99

KeptFee

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

Overlap: SMRF, SPYM

Today

4.4%most shared, SMRF and SPYM

SMRFSPYM

SMRF—4.4%

SPYM4.4%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SMRFWorst drop[…][…]

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

Paid More vs Made More

YTD

SMRFSPYM

[…]Year to date+13.4%

1.9%Yield1.0%

[…]Past year+13.5%

0.65%Fee0.02%

1–1level

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026