Compare · 3 funds side by side · dividends reinvested

SWP, SPYM and SPY

SWPSWP Investment Management×SPYMSPDR×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SWP, 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.83%+2.7%+4.8%[…][…]−10.0%12.9%$146M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SWP 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $146M[…]

SWP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

SWPMeasureSPYM

+2.7%Year to dateJan 1 → Nov 5+8.4%

+4.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.99%Expense ratio$99 · $2 a year on $10k · lower is better0.02%

9.83%Trailing 12-mo yield$983 · $106 a year on $10k1.06%

−10.0%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

2–4SPYM wins

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

More Ways to See the Pairs

SWP vs SPYM: Top 5 Holdings

Today

SWP

22.1%in top 5

SPYM

in top 527.7%

SWPStockSPYM

4.9%AAPL7.7%

3.9%NVDA7.3%

6.0%MSFT6.2%

4.0%IBMnot top 5

not top 5AMZN3.9%

3.4%METAnot top 5

not top 5GOOGL2.6%

Held in common32.3%

End-of-day Nov 5, 2026 · share of each fund

SWP vs SPYM Returns, Every Period

SWP Investment ManagementSWP

+4.8%

past year

SPYMSPDR

+9.8%

past year

SWPSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: SWP vs SPYM

YTD

SWP Investment ManagementSWP

+2.7%

SPYMSPDR

+8.4%

+2.7%Year to date+8.4%

−10.0%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

9.8%Yield1.1%

$146MAssets$182B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWP, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SWP0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SWP, SPYM, SPY

9.83%highest, SWP

FundTrailing yieldYield$10k

SWP9.83%$983

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$884most kept, SWP

SWP$983 − $99 = $884

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SWP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SWPSPYMSPY

SWP—32.3%32.3%

SPYM32.3%—99.9%

SPY32.3%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SWPWorst drop−10.0%12.9% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SWPSPYM

+2.7%Year to date+8.4%

9.8%Yield1.1%

+4.8%Past year+9.8%

0.99%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026