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

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

BFOR

SPYM

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

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

BFORMeasureSPYM

+12.7%Year to dateJan 1 → Nov 9+11.3%

+17.8%1 yearTotal return+13.6%

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

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

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

0.53%Trailing 12-mo yield$53 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

BFOR vs SPYM: Top 5 Holdings

Today

BFOR

1.9%in top 5

SPYM

in top 527.8%

BFORStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%CRCTnot top 5

0.4%CDNAnot top 5

0.4%PTCnot top 5

0.4%FIGSnot top 5

0.4%ADMAnot top 5

Held in common17.1%

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

BFOR vs SPYM Returns, Every Period

ALPSBFOR

+9.0%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

BFORSPYMFaded: behind in that period

2–2Level

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

Unsorted vs Core: BFOR vs SPYM

YTD

ALPSBFOR

+12.7%

SPYMSPDR

+11.3%

+12.7%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

0.5%Yield1.0%

$233MAssets$179B

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