Compare · 2 funds side by side · dividends reinvested

SPRE and SPYM

SPRESP Funds×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

SPRE 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

SP Funds S&P Global REIT Sharia ETFSectors · Real estate0.50%4.17%+1.6%+4.1%+8.1%−1.6%−14.6%13.0%$201M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPRE 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P Global REIT Sharia ETF · $201M$9,206

SPRE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

SPREMeasureSPYM

+1.6%Year to dateJan 1 → Nov 9+11.3%

+4.1%1 yearTotal return+13.6%

+8.1%3 years · per year$10,000 became $12,623 · $18,161+22.0%

−1.6%5 years · per year$10,000 became $9,206 · $17,553+11.9%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

4.17%Trailing 12-mo yield$417 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPRE vs SPYM: Top 5 Holdings

Today

SPRE

55.7%in top 5

SPYM

in top 527.8%

SPREStockSPYM

13.9%WELLnot top 5

13.1%GMG.AXnot top 5

12.2%EQIXnot top 5

10.9%SUInot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.6%CHC.AXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.5%

End-of-day Nov 9, 2026 · share of each fund

SPRE vs SPYM Returns, Every Period

SP FundsSPRE

−1.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

SPRESPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Core: SPRE vs SPYM

YTD

SP FundsSPRE

+1.6%

SPYMSPDR

+11.3%

+1.6%Year to date+11.3%

−14.6%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

4.2%Yield1.0%

$201MAssets$179B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPRE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPRE0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPRE, SPYM

4.17%highest, SPRE

FundTrailing yieldYield$10k

SPRE4.17%$417

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$367most kept, SPRE

SPRE$417 − $50 = $367

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPRE, SPYM

Today

0.5%most shared, SPRE and SPYM

SPRESPYM

SPRE—0.5%

SPYM0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPREWorst drop−14.6%13.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPRESPYM

+1.6%Year to date+11.3%

4.2%Yield1.0%

+4.1%Past year+13.6%

0.50%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026