Compare · 3 funds side by side · dividends reinvested

SPDN, SPYM and SPY

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

02 / 04

SPDN, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.0

Direxion Daily S&P 500 Bear 1X ETFLeveraged · Bear0.54%3.53%−3.5%−4.0%−12.9%−6.3%−17.4%13.6%$292M2.8

Rank among the three1st → 3rdFee, 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: SPDN 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P 500 Bear 1X ETF · $292M$7,213

SPDN

SPYM

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

$10,000 five years ago, dividends reinvested

SPDNMeasureSPYM

−3.5%Year to dateJan 1 → Nov 5+8.4%

−4.0%1 yearTotal return+9.8%

−12.9%3 years · per year$10,000 became $6,609 · $18,222+22.1%

−6.3%5 years · per year$10,000 became $7,213 · $17,164+11.4%

0.54%Expense ratio$54 · $2 a year on $10k · lower is better0.02%

3.53%Trailing 12-mo yield$353 · $106 a year on $10k1.06%

−17.4%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

1–6SPYM wins

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

More Ways to See the Pairs

SPDN vs SPYM: Top 5 Holdings

Today

SPDN

[…]in top 5

SPYM

in top 527.7%

SPDNStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

SPDN vs SPYM Returns, Every Period

DirexionSPDN

−6.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

SPDNSPYMFaded: behind in that period

0–4SPYM wins

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

Leveraged vs Core: SPDN vs SPYM

YTD

DirexionSPDN

−3.5%

SPYMSPDR

+8.4%

−3.5%Year to date+8.4%

−17.4%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

3.5%Yield1.1%

$292MAssets$182B

2–1SPYM wins

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

Cost, Income and Risk

Fees: SPDN, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SPDN0.54%$54

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

Yields: SPDN, SPYM, SPY

3.53%highest, SPDN

FundTrailing yieldYield$10k

SPDN3.53%$353

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$299most kept, SPDN

SPDN$353 − $54 = $299

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPDN, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SPDNSPYMSPY

SPDN—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SPDNWorst drop−17.4%13.6% vol

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

Paid More vs Made More

YTD

SPDNSPYM

−3.5%Year to date+8.4%

3.5%Yield1.1%

−4.0%Past year+9.8%

0.54%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026