Compare · 2 funds side by side · dividends reinvested

SPXE and SPYM

SPXEProShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SPXE 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

ProShares - S&P 500 Ex-Energy ETFLow-Cost Core · S&P 5000.09%0.90%+12.3%+12.5%+24.4%+12.2%−10.1%13.5%$87M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPXE 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Energy ETF · $87M$17,770

SPXE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 96.1% in common

SPXEMeasureSPYM

+12.3%Year to dateJan 1 → Nov 4+13.4%

+12.5%1 yearTotal return+13.5%

+24.4%3 years · per year$10,000 became $19,239 · $19,186+24.3%

+12.2%5 years · per year$10,000 became $17,770 · $18,126+12.6%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

0.90%Trailing 12-mo yield$90 · $101 a year on $10k1.01%

−10.1%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer12.8%

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

1–7SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPXE vs SPYM: Top 5 Holdings

Today

SPXE

28.3%in top 5

SPYM

in top 527.3%

SPXEStockSPYM

8.0%NVDA7.7%

7.7%AAPL7.4%

6.2%MSFT5.9%

3.9%AMZN3.8%

2.6%GOOGL2.5%

Held in common96.1%

End-of-day Nov 4, 2026 · share of each fund

SPXE vs SPYM Returns, Every Period

ProSharesSPXE

+12.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

SPXESPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SPXE vs SPYM

YTD

ProSharesSPXE

+12.3%

SPYMSPDR

+13.4%

+12.3%Year to date+13.4%

−10.1%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y12.8%

0.9%Yield1.0%

$86.5MAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPXE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPXE0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPXE, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPXE0.90%$90

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPXE$90 − $9 = $81

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPXE, SPYM

Today

96.1%most shared, SPXE and SPYM

SPXESPYM

SPXE—96.1%

SPYM96.1%—

End-of-day Nov 4, 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

SPXEWorst drop−10.1%13.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPXE

+13.4%Year to date+12.3%

1.0%Yield0.9%

+13.5%Past year+12.5%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026