Compare · 4 funds side by side · dividends reinvested

SPY, NETL, VTI and SPYM

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

02 / 04

SPY, NETL, VTI 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%$179B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.6

Rank among the four1st → 4thFee, 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: SPY 1993 · NETL 2019 · VTI 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $48M$9,871

NETL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

NETLMeasureSPYM

+7.6%Year to dateJan 1 → Nov 9+11.3%

+8.6%1 yearTotal return+13.6%

+9.0%3 years · per year$10,000 became $12,949 · $18,161+22.0%

−0.3%5 years · per year$10,000 became $9,871 · $17,553+11.9%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

5.14%Trailing 12-mo yield$514 · $103 a year on $10k1.03%

−16.7%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer13.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

NETL vs SPYM: Top 5 Holdings

Today

NETL

42.6%in top 5

SPYM

in top 527.8%

NETLStockSPYM

8.7%ADCnot top 5

8.7%VICInot top 5

8.7%Onot top 5

8.4%WPCnot top 5

8.2%NNNnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.1%

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

NETL vs SPYM Returns, Every Period

NETLNETL

−0.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

NETLSPYMFaded: behind in that period

0–4SPYM wins

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

Sector vs Core: NETL vs VTI

YTD

NETLNETL

+7.6%

VTIVanguard

+11.6%

+7.6%Year to date+11.6%

−16.7%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y13.9%

5.1%Yield1.1%

$48.2MAssets$689B

3–1VTI wins

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

Cost, Income and Risk

Fees: SPY, NETL, VTI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VTI0.03%$3

SPY0.09%$9

NETL0.60%$60

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

Yields: SPY, NETL, VTI, SPYM

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

VTI1.06%$106

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: SPY, NETL, VTI, SPYM

Today

99.9%most shared, SPY and SPYM

SPYNETLVTISPYM

SPY—0.1%86.0%99.9%

NETL0.1%—0.2%0.1%

VTI86.0%0.2%—86.1%

SPYM99.9%0.1%86.1%—

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

Return vs Bumpiness: 4 ETFs

+13.9%VTI, at 13.9% volatility

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

NETLWorst drop−16.7%15.0% vol

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

Paid More vs Made More

YTD

NETLVTI

+7.6%Year to date+11.6%

5.1%Yield1.1%

+8.6%Past year+13.9%

0.60%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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%

$120BAssets$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