Compare · 3 funds side by side · dividends reinvested

TILT, SPYM and SPY

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

02 / 04

TILT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Morningstar US Market Factor Tilt ETFUS Stock Styles · Large cap0.26%1.10%+10.1%+13.0%+21.6%+10.2%−8.5%13.0%$2.2B1.8

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%$182B1.8

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%$805B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TILT 2011 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2B$16,282

TILT

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 70.2% in common

TILTMeasureSPYM

+10.1%Year to dateJan 1 → Nov 5+8.4%

+13.0%1 yearTotal return+9.8%

+21.6%3 years · per year$10,000 became $17,969 · $18,222+22.1%

+10.2%5 years · per year$10,000 became $16,282 · $17,164+11.4%

0.26%Expense ratio$26 · $2 a year on $10k · lower is better0.02%

1.10%Trailing 12-mo yield$110 · $106 a year on $10k1.06%

−8.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

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

5–3TILT wins

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

More Ways to See the Pairs

TILT vs SPYM: Top 5 Holdings

Today

TILT

18.4%in top 5

SPYM

in top 527.7%

TILTStockSPYM

5.1%AAPL7.7%

4.7%NVDA7.3%

4.2%MSFT6.2%

2.6%AMZN3.9%

not top 5GOOGL2.6%

1.7%METAnot top 5

Held in common70.2%

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

TILT vs SPYM Returns, Every Period

FlexSharesTILT

+10.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

TILTSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: TILT vs SPYM

YTD

FlexSharesTILT

+10.1%

SPYMSPDR

+8.4%

+10.1%Year to date+8.4%

−8.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

1.1%Yield1.1%

$2.2BAssets$182B

3–0TILT wins

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

Cost, Income and Risk

Fees: TILT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

TILT0.26%$26

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

Yields: TILT, SPYM, SPY

1.10%highest, TILT

FundTrailing yieldYield$10k

TILT1.10%$110

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

TILT$110 − $26 = $84

KeptFee

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

Overlap: TILT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

TILTSPYMSPY

TILT—70.2%70.2%

SPYM70.2%—99.9%

SPY70.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.0%TILT, at 13.0% volatility

TILTWorst drop−8.5%13.0% 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

TILTSPYM

+10.1%Year to date+8.4%

1.1%Yield1.1%

+13.0%Past year+9.8%

0.26%Fee0.02%

2–1TILT 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