Compare · 3 funds side by side · dividends reinvested

SPY, MPIM and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SPY, MPIM and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$819B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.52%[…][…][…][…][…][…]$38M2.0

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: SPY 1993 · MPIM 2026 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

MPIM

m+ Income Momentum Autocall ETF · $38M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureMPIM

+8.7%Year to dateJan 1 → Nov 6[…]

+9.7%1 yearTotal return[…]

+21.7%3 years · per year$10,000 became $18,039 · […][…]

+11.3%5 years · per year$10,000 became $17,118 · […][…]

0.09%Expense ratio$9 · $70 a year on $10k · lower is better0.70%

1.03%Trailing 12-mo yield$103 · $352 a year on $10k3.52%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

SPY vs MPIM: Top 5 Holdings

Today

SPY

27.8%in top 5

MPIM

in top 5[…]

SPYStockMPIM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs MPIM Returns, Every Period

SPDRSPY

+9.7%

past year

MPIMm+ Funds

[…]

past year

Returns […]

SPYMPIMFaded: behind in that period

0–0Level

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

Core vs Income: SPY vs MPIM

YTD

SPDRSPY

+8.7%

MPIMm+ Funds

[…]

+8.7%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.0%Yield3.5%

$819BAssets$37.9M

1–0MPIM wins

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

Cost, Income and Risk

Fees: SPY, MPIM, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

MPIM0.70%$70

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

Yields: SPY, MPIM, VTI

3.52%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.52%$352

VTI1.09%$109

SPY1.03%$103

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

Income After Fees on $10,000

$282most kept, MPIM

MPIM$352 − $70 = $282

VTI$109 − $3 = $106

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, MPIM, VTI

Today

85.5%most shared, SPY and VTI

SPYMPIMVTI

SPY—[…]85.5%

MPIM[…]—[…]

VTI85.5%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

MPIMWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIMVTI

[…]Year to date+8.9%

3.5%Yield1.1%

[…]Past year+9.9%

0.70%Fee0.03%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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