Compare · 3 funds side by side · dividends reinvested

SSUS, SPYM and SPY

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

02 / 04

SSUS, SPYM 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%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.45%+14.2%+13.8%+20.2%+9.9%−9.0%13.7%$643M2.5

Rank among the three1st → 3rdFee, 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: SSUS 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $643M$16,063

SSUS

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 10.8% in common

SSUSMeasureSPYM

+14.2%Year to dateJan 1 → Nov 3+11.5%

+13.8%1 yearTotal return+11.9%

+20.2%3 years · per year$10,000 became $17,349 · $19,092+24.1%

+9.9%5 years · per year$10,000 became $16,063 · $17,749+12.2%

0.77%Expense ratio$77 · $2 a year on $10k · lower is better0.02%

0.45%Trailing 12-mo yield$45 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer12.7%

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

2–6SPYM wins

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

More Ways to See the Pairs

SSUS vs SPYM: Top 5 Holdings

Today

SSUS

71.4%in top 5

SPYM

in top 527.4%

SSUSStockSPYM

30.6%XLKnot top 5

15.1%XLFnot top 5

9.7%XLVnot top 5

9.2%XLYnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

6.9%XLInot top 5

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common10.8%

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

SSUS vs SPYM Returns, Every Period

Day HaganSSUS

+9.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

SSUSSPYMFaded: behind in that period

2–2Level

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

Unsorted vs Core: SSUS vs SPYM

YTD

Day HaganSSUS

+14.2%

SPYMSPDR

+11.5%

+14.2%Year to date+11.5%

−9.0%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y12.7%

0.5%Yield1.0%

$643MAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SSUS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SSUS0.77%$77

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

Yields: SSUS, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

SSUS0.45%$45

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

SSUS$45 − $77 = −$32

KeptFee

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

Overlap: SSUS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SSUSSPYMSPY

SSUS—10.8%10.8%

SPYM10.8%—99.9%

SPY10.8%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.8%SSUS, at 13.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

SSUSWorst drop−9.0%13.7% vol

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

Paid More vs Made More

YTD

SPYMSSUS

+11.5%Year to date+14.2%

1.0%Yield0.5%

+11.9%Past year+13.8%

0.02%Fee0.77%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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