Compare · 2 funds side by side · dividends reinvested

SPYM and IPOS

SPYMSPDR×IPOSRenaissance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

SPYM and IPOS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.0

Renaissance International IPO ETFInternational · Ex-US broad0.80%0.83%+3.7%+1.7%+12.0%−9.3%−33.2%35.7%$9M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · IPOS 2014

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

IPOS

Renaissance International IPO ETF · $9M$6,132

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPYMMeasureIPOS

+8.8%Year to dateJan 1 → Nov 6+3.7%

+9.8%1 yearTotal return+1.7%

+21.8%3 years · per year$10,000 became $18,082 · $14,037+12.0%

+11.4%5 years · per year$10,000 became $17,192 · $6,132−9.3%

0.02%Expense ratio$2 · $80 a year on $10k · lower is better0.80%

1.05%Trailing 12-mo yield$105 · $83 a year on $10k0.83%

−8.9%Worst dropSmaller is better−33.2%

13.6%VolatilityLower is calmer35.7%

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

8–0SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs IPOS: Top 5 Holdings

Today

SPYM

27.8%in top 5

IPOS

in top 52.2%

SPYMStockIPOS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CVC2.2%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SPYM vs IPOS Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

IPOSRenaissance

−9.3%

5 years, per year

SPYMIPOSFaded: behind in that period

4–0SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs International: SPYM vs IPOS

YTD

SPDRSPYM

+8.8%

IPOSRenaissance

+3.7%

+8.8%Year to date+3.7%

−8.9%Worst drop · 1Y−33.2%

13.6%Volatility · 1Y35.7%

1.1%Yield0.8%

$182BAssets$9.2M

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, IPOS

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IPOS0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPYM, IPOS

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

IPOS0.83%$83

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IPOS$83 − $80 = $3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPYM, IPOS

Today

0.0%most shared, SPYM and IPOS

SPYMIPOS

SPYM—0.0%

IPOS0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IPOSWorst drop−33.2%35.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMIPOS

+8.8%Year to date+3.7%

1.1%Yield0.8%

+9.8%Past year+1.7%

0.02%Fee0.80%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026