Compare · 2 funds side by side · dividends reinvested

SPYV and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

SPYV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.66%+13.8%+16.1%+19.6%+11.4%−6.2%9.6%$39.0B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPYV 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 Value ETF · $39.0B$17,168

SPYV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

SPYVMeasureSPYM

+13.8%Year to dateJan 1 → Nov 3+11.5%

+16.1%1 yearTotal return+11.9%

+19.6%3 years · per year$10,000 became $17,094 · $19,092+24.1%

+11.4%5 years · per year$10,000 became $17,168 · $17,749+12.2%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

1.66%Trailing 12-mo yield$166 · $103 a year on $10k1.03%

−6.2%Worst dropSmaller is better−8.9%

9.6%VolatilityLower is calmer12.7%

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

5–3SPYV wins

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

More Ways to See the Pairs

SPYV vs SPYM: Top 5 Holdings

Today

SPYV

17.7%in top 5

SPYM

in top 527.4%

SPYVStockSPYM

8.3%AAPL7.7%

not top 5NVDA7.8%

not top 5MSFT5.9%

3.7%AMZN3.6%

not top 5GOOGL2.5%

2.5%XOMnot top 5

1.8%WMTnot top 5

1.5%INTCnot top 5

Held in common60.1%

End-of-day Nov 3, 2026 · share of each fund

SPYV vs SPYM Returns, Every Period

SPDRSPYV

+11.4%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SPYVSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPYV vs SPYM

YTD

SPDRSPYV

+13.8%

SPYMSPDR

+11.5%

+13.8%Year to date+11.5%

−6.2%Worst drop · 1Y−8.9%

9.6%Volatility · 1Y12.7%

1.7%Yield1.0%

$39.0BAssets$185B

4–0SPYV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPYV0.04%$4

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPYV, SPYM

1.66%highest, SPYV

FundTrailing yieldYield$10k

SPYV1.66%$166

SPYM1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, SPYV

SPYV$166 − $4 = $162

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPYV, SPYM

Today

60.1%most shared, SPYV and SPYM

SPYVSPYM

SPYV—60.1%

SPYM60.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%SPYV, at 9.6% volatility

SPYVWorst drop−6.2%9.6% vol

SPYMWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYVSPYM

+13.8%Year to date+11.5%

1.7%Yield1.0%

+16.1%Past year+11.9%

0.04%Fee0.02%

3–1SPYV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026