Compare · 2 funds side by side · dividends reinvested

SPYM and BFOR

SPYMSPDR×BFORALPS×

Versus in desk

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

02 / 04

SPYM and BFOR, 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%$179B1.3

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.53%+12.7%+17.8%+19.7%+9.0%−9.0%14.8%$233M1.8

Rank among the two1st → 2ndFee, 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: SPYM 2005 · BFOR 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

BFOR

ALPS ETF Trust - Barron's 400 ETF · $233M$15,354

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

SPYMMeasureBFOR

+11.3%Year to dateJan 1 → Nov 9+12.7%

+13.6%1 yearTotal return+17.8%

+22.0%3 years · per year$10,000 became $18,161 · $17,160+19.7%

+11.9%5 years · per year$10,000 became $17,553 · $15,354+9.0%

0.02%Expense ratio$2 · $65 a year on $10k · lower is better0.65%

1.03%Trailing 12-mo yield$103 · $53 a year on $10k0.53%

−8.9%Worst dropSmaller is better−9.0%

13.7%VolatilityLower is calmer14.8%

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

6–2SPYM wins

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

More Ways to See the Pairs

SPYM vs BFOR: Top 5 Holdings

Today

SPYM

27.8%in top 5

BFOR

in top 51.9%

SPYMStockBFOR

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CRCT0.4%

not top 5CDNA0.4%

not top 5PTC0.4%

not top 5FIGS0.4%

not top 5ADMA0.4%

Held in common17.1%

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

SPYM vs BFOR Returns, Every Period

SPDRSPYM

+11.9%

5 years, per year

BFORALPS

+9.0%

5 years, per year

SPYMBFORFaded: behind in that period

2–2Level

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

Core vs Unsorted: SPYM vs BFOR

YTD

SPDRSPYM

+11.3%

BFORALPS

+12.7%

+11.3%Year to date+12.7%

−8.9%Worst drop · 1Y−9.0%

13.7%Volatility · 1Y14.8%

1.0%Yield0.5%

$179BAssets$233M

3–1SPYM wins

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

Cost, Income and Risk

Fees: SPYM, BFOR

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BFOR0.65%$65

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

Yields: SPYM, BFOR

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

BFOR0.53%$53

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

BFOR$53 − $65 = −$12

KeptFee

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

Overlap: SPYM, BFOR

Today

17.1%most shared, SPYM and BFOR

SPYMBFOR

SPYM—17.1%

BFOR17.1%—

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

Return vs Bumpiness: 2 ETFs

+17.8%BFOR, at 14.8% volatility

SPYMWorst drop−8.9%13.7% vol

BFORWorst drop−9.0%14.8% vol

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

Paid More vs Made More

YTD

SPYMBFOR

+11.3%Year to date+12.7%

1.0%Yield0.5%

+13.6%Past year+17.8%

0.02%Fee0.65%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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