Compare · 3 funds side by side · dividends reinvested

SPYI, SPYM and SPY

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

02 / 04

SPYI, SPYM and SPY, 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%$179B1.5

Neos S&P 500(R) High Income ETFIncome · Dividend stocks0.68%12.08%+10.1%+13.2%+17.1%[…]−7.7%11.5%$12.3B2.1

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%$778B2.3

Rank among the three1st → 3rdFee, 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: SPYI 2022 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Neos S&P 500(R) High Income ETF · $12.3B[…]

SPYI

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 96.3% in common

SPYIMeasureSPYM

+10.1%Year to dateJan 1 → Nov 9+11.3%

+13.2%1 yearTotal return+13.6%

+17.1%3 years · per year$10,000 became $16,067 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.68%Expense ratio$68 · $2 a year on $10k · lower is better0.02%

12.08%Trailing 12-mo yield$1,208 · $103 a year on $10k1.03%

−7.7%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

More Ways to See the Pairs

SPYI vs SPYM: Top 5 Holdings

Today

SPYI

27.6%in top 5

SPYM

in top 527.8%

SPYIStockSPYM

7.8%AAPL7.9%

7.1%NVDA7.1%

6.1%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common96.3%

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

SPYI vs SPYM Returns, Every Period

NEOSSPYI

+13.2%

past year

SPYMSPDR

+13.6%

past year

SPYISPYMFaded: behind in that period

0–3SPYM wins

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

Income vs Core: SPYI vs SPYM

YTD

NEOSSPYI

+10.1%

SPYMSPDR

+11.3%

+10.1%Year to date+11.3%

−7.7%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y13.7%

12.1%Yield1.0%

$12.3BAssets$179B

3–1SPYI wins

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

Cost, Income and Risk

Fees: SPYI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SPYI0.68%$68

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

Yields: SPYI, SPYM, SPY

12.08%highest, SPYI

FundTrailing yieldYield$10k

SPYI12.08%$1,208

SPYM1.03%$103

SPY1.01%$101

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

Income After Fees on $10,000

$1,140most kept, SPYI

SPYI$1,208 − $68 = $1,140

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: SPYI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SPYISPYMSPY

SPYI—96.3%96.3%

SPYM96.3%—99.9%

SPY96.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SPYIWorst drop−7.7%11.5% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYISPYM

+10.1%Year to date+11.3%

12.1%Yield1.0%

+13.2%Past year+13.6%

0.68%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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