Compare · 2 funds side by side · dividends reinvested

SPYM and SVAL

SPYMSPDR×SVALiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

Story of the two · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the two · RiskSmallest drop

SPYM and SVAL, 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.4

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+24.9%+31.4%+18.6%+8.1%−9.0%15.5%$161M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SPYM 2005 · SVAL 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

SPYM

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,792

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

SPYMMeasureSVAL

+10.9%

More Ways to See the Pairs

SPYM vs SVAL: Top 5 Holdings

Today

SPYM

27.3%in top 5

SVAL

in top 54.1%

SPYMStockSVAL

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SPYM, SVAL

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SVAL0.20%$20

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

Yields: SPYM, SVAL

1Y

2.20%highest, SVAL

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+24.9%

+13.1%1 yearTotal return+31.4%

+21.5%3 years · per year$10,000 became $17,936 · $16,673+18.6%

+11.8%5 years · per year$10,000 became $17,429 · $14,792+8.1%

0.02%Expense ratio$2 · $20 a year on $10k · lower is better0.20%

1.03%Trailing 12-mo yield$103 · $220 a year on $10k2.20%

−8.9%Worst dropSmaller is better−9.0%

13.7%VolatilityLower is calmer15.5%

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

5–3SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MGNI0.9%

not top 5NSIT0.9%

not top 5CBRL0.8%

not top 5OSPN0.8%

not top 5PGNY0.8%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

SPYM vs SVAL Returns, Every Period

5Y

SPDRSPYM

+11.8%

5 years, per year

SVALiShares

+8.1%

5 years, per year

SPYMSVALFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs SVAL

YTD

SPDRSPYM

+10.9%

SVALiShares

+24.9%

+10.9%Year to date+24.9%

−8.9%Worst drop · 1Y−9.0%

13.7%Volatility · 1Y15.5%

1.0%Yield2.2%

$183BAssets$161M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

SVAL2.20%$220

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SPYM, SVAL

Today

0.0%most shared, SPYM and SVAL

SPYMSVAL

SPYM—0.0%

SVAL0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+31.4%SVAL, at 15.5% volatility

SPYMWorst drop−8.9%13.7% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SVALSPYM

+24.9%Year to date+10.9%

2.2%Yield1.0%

+31.4%Past year+13.1%

0.20%Fee0.02%

3–1SVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SPYM and SVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two