Compare · 4 funds side by side · dividends reinvested

SPY, TIZE, SPYM and VIG

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

02 / 04

SPY, TIZE, SPYM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.6

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%$182B1.8

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%$805B2.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

Rank among the four1st → 4thFee, 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: SPY 1993 · TIZE 2021 · SPYM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$17,099

SPY

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureTIZE

+8.3%Year to dateJan 1 → Nov 5[…]

+9.7%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,174 · […][…]

+11.3%5 years · per year$10,000 became $17,099 · […][…]

0.09%Expense ratio$9 · $40 a year on $10k · lower is better0.40%

1.03%Trailing 12-mo yield$103 · $76 a year on $10k0.76%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–0SPY wins

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

More Ways to See the Pairs

SPY vs TIZE: Top 5 Holdings

Today

SPY

27.7%in top 5

TIZE

in top 5[…]

SPYStockTIZE

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs TIZE Returns, Every Period

SPDRSPY

+9.7%

past year

TIZETCW

[…]

past year

Returns […]

SPYTIZEFaded: behind in that period

0–0Level

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

Core vs Income: SPY vs VIG

YTD

SPDRSPY

+8.3%

VIGVanguard

+12.5%

+8.3%Year to date+12.5%

−8.9%Worst drop · 1Y−7.9%

13.6%Volatility · 1Y10.8%

1.0%Yield1.5%

$805BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: SPY, TIZE, SPYM, VIG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VIG0.04%$4

SPY0.09%$9

TIZE0.40%$40

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

Yields: SPY, TIZE, SPYM, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SPYM1.06%$106

SPY1.03%$103

TIZE0.76%$76

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

TIZE$76 − $40 = $36

KeptFee

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

Overlap: SPY, TIZE, SPYM, VIG

Today

99.9%most shared, SPY and SPYM

SPYTIZESPYMVIG

SPY—[…]99.9%42.6%

TIZE[…]—[…][…]

SPYM99.9%[…]—42.6%

VIG42.6%[…]42.6%—

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

Return vs Bumpiness: 4 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

TIZEWorst drop[…][…]

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

Paid More vs Made More

YTD

VIGSPYM

+12.5%Year to date+8.4%

1.5%Yield1.1%

+15.2%Past year+9.8%

0.04%Fee0.02%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026