Compare · 3 funds side by side · dividends reinvested

SPYM, BALT and VOO

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeVOO · 1.08% · $108 a year on $10k

Story of the three · RiskSmallest drop

SPYM, BALT and VOO, 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T2.0

Innovator Defined Wealth Shield ETFDefined Outcome · Hedged equity0.69%0.00%+4.2%+6.0%+7.7%+6.2%−1.2%2.7%$3.3B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SPYM 2005 · BALT 2021 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

SPYM

BALT

Innovator Defined Wealth Shield ETF · $3.3B$13,502

$10,000 five years ago, dividends reinvested

SPYMMeasure

More Ways to See the Pairs

SPYM vs BALT: Top 5 Holdings

Today

SPYM

27.3%in top 5

BALT

in top 5[…]

SPYMStockBALT

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SPYM, BALT, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

BALT0.69%$69

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

Yields: SPYM, BALT, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

BALT

+10.9%Year to dateJan 1 → Nov 10+4.2%

+13.1%1 yearTotal return+6.0%

+21.5%3 years · per year$10,000 became $17,936 · $12,479+7.7%

+11.8%5 years · per year$10,000 became $17,429 · $13,502+6.2%

0.02%Expense ratio$2 · $69 a year on $10k · lower is better0.69%

1.03%Trailing 12-mo yield$103 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better−1.2%

13.7%VolatilityLower is calmer2.7%

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

6–2SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

SPYM vs BALT Returns, Every Period

5Y

SPDRSPYM

+11.8%

5 years, per year

BALTInnovator

+6.2%

5 years, per year

SPYMBALTFaded: behind in that period

4–0SPYM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SPYM vs VOO

YTD

SPDRSPYM

+10.9%

VOOVanguard

+10.9%

+10.9%Year to date+10.9%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.0%Yield1.1%

$183BAssets$1.00T

1–0VOO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.08%highest, VOO

FundTrailing yieldYield$10k

VOO1.08%$108

SPYM1.03%$103

BALT0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$105most kept, VOO

VOO$108 − $3 = $105

SPYM$103 − $2 = $101

BALT$0 − $69 = −$69

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SPYM, BALT, VOO

Today

93.0%most shared, SPYM and VOO

SPYMBALTVOO

SPYM—[…]93.0%

BALT[…]—[…]

VOO93.0%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

BALTWorst drop−1.2%2.7% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPYM

+10.9%Year to date+10.9%

1.1%Yield1.0%

+13.1%Past year+13.1%

0.03%Fee0.02%

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

SPYM, BALT and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three