Compare · 3 funds side by side · dividends reinvested

SPYM, QLTY and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,555SPYM · best of the three

02 / 04

SPYM, QLTY 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

GMO US Quality ETFUS Stock Styles · Factor0.50%0.64%+15.6%+20.8%[…][…]−11.7%13.3%$5.4B2.0

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: SPYM 2005 · QLTY 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,555

SPYM

QLTY

GMO US Quality ETF · $5.4B[…]

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

SPYMMeasureQLTY

+11.3%Year to dateJan 1 → Nov 9+15.6%

+13.6%1 yearTotal return+20.8%

+22.0%3 years · per year$10,000 became $18,163 · […][…]

+11.9%5 years · per year$10,000 became $17,555 · […][…]

0.02%Expense ratio$2 · $50 a year on $10k · lower is better0.50%

1.03%Trailing 12-mo yield$103 · $64 a year on $10k0.64%

−8.9%Worst dropSmaller is better−11.7%

13.7%VolatilityLower is calmer13.3%

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

3–3Level

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 QLTY: Top 5 Holdings

Today

SPYM

27.8%in top 5

QLTY

in top 525.2%

SPYMStockQLTY

6.3%MSFT8.2%

7.9%AAPLnot top 5

6.9%NVDAnot top 5

not top 5JNJ4.5%

not top 5TMO4.3%

2.6%GOOGL4.3%

4.0%AMZNnot top 5

not top 5META4.0%

Held in common36.5%

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

SPYM vs QLTY Returns, Every Period

SPDRSPYM

+13.6%

past year

QLTYGMO

+20.8%

past year

SPYMQLTYFaded: behind in that period

0–2QLTY wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.7%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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

Cost, Income and Risk

Fees: SPYM, QLTY, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

QLTY0.50%$50

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

Yields: SPYM, QLTY, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

QLTY0.64%$64

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

QLTY$64 − $50 = $14

KeptFee

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

Overlap: SPYM, QLTY, SPY

Today

99.9%most shared, SPYM and SPY

SPYMQLTYSPY

SPYM—36.5%99.9%

QLTY36.5%—36.5%

SPY99.9%36.5%—

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

Return vs Bumpiness: 3 ETFs

+20.8%QLTY, at 13.3% volatility

QLTYWorst drop−11.7%13.3% 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

SPYMQLTY

+11.3%Year to date+15.6%

1.0%Yield0.6%

+13.6%Past year+20.8%

0.02%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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