Compare · 2 funds side by side · dividends reinvested

SPYM and RSSY

SPYMSPDR×RSSYReturn Stacked×

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 RSSY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Return Stacked U.S. Stocks & FuUS Stock Styles · Large cap0.99%1.58%+29.3%+24.9%[…][…]−8.4%13.7%$101M1.3

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%$182B1.5

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 · RSSY 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

RSSY

Return Stacked U.S. Stocks & Fu · $101M[…]

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

SPYMMeasureRSSY

+8.8%Year to dateJan 1 → Nov 6+29.3%

+9.8%1 yearTotal return+24.9%

+21.8%3 years · per year$10,000 became $18,082 · […][…]

+11.4%5 years · per year$10,000 became $17,192 · […][…]

0.02%Expense ratio$2 · $99 a year on $10k · lower is better0.99%

1.05%Trailing 12-mo yield$105 · $158 a year on $10k1.58%

−8.9%Worst dropSmaller is better−8.4%

13.6%VolatilityLower is calmer13.7%

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

2–4RSSY 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 RSSY: Top 5 Holdings

Today

SPYM

27.8%in top 5

RSSY

in top 550.4%

SPYMStockRSSY

not top 5IVV50.4%

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

Held in common0.0%

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

SPYM vs RSSY Returns, Every Period

SPDRSPYM

+9.8%

past year

RSSYReturn Stacked

+24.9%

past year

SPYMRSSYFaded: behind in that period

0–2RSSY wins

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

Core vs Stocks: SPYM vs RSSY

YTD

SPDRSPYM

+8.8%

RSSYReturn Stacked

+29.3%

+8.8%Year to date+29.3%

−8.9%Worst drop · 1Y−8.4%

13.6%Volatility · 1Y13.7%

1.1%Yield1.6%

$182BAssets$101M

3–1RSSY wins

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

Cost, Income and Risk

Fees: SPYM, RSSY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

RSSY0.99%$99

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

Yields: SPYM, RSSY

1.58%highest, RSSY

FundTrailing yieldYield$10k

RSSY1.58%$158

SPYM1.05%$105

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

RSSY$158 − $99 = $59

KeptFee

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

Overlap: SPYM, RSSY

Today

0.0%most shared, SPYM and RSSY

SPYMRSSY

SPYM—0.0%

RSSY0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.9%RSSY, at 13.7% volatility

SPYMWorst drop−8.9%13.6% vol

RSSYWorst drop−8.4%13.7% vol

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

Paid More vs Made More

YTD

RSSYSPYM

+29.3%Year to date+8.8%

1.6%Yield1.1%

+24.9%Past year+9.8%

0.99%Fee0.02%

3–1RSSY 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