Compare · 3 funds side by side · dividends reinvested

TLH, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

TLH, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

iShares 10-20 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.65%−1.9%−2.8%+5.0%−4.9%−10.3%8.1%$12.3B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: TLH 2007 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares 10-20 Year Treasury Bond ETF · $12.3B$7,791

TLH

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested

TLHMeasureSPY

−1.9%Year to dateJan 1 → Nov 4+13.3%

−2.8%1 yearTotal return+13.4%

+5.0%3 years · per year$10,000 became $11,581 · $19,132+24.1%

−4.9%5 years · per year$10,000 became $7,791 · $18,060+12.6%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

4.65%Trailing 12-mo yield$465 · $99 a year on $10k0.99%

−10.3%Worst dropSmaller is better−8.9%

8.1%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TLH vs SPY: Top 5 Holdings

Today

TLH

[…]in top 5

SPY

in top 527.3%

TLHStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

TLH vs SPY Returns, Every Period

iSharesTLH

−4.9%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

TLHSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: TLH vs SPYM

YTD

iSharesTLH

−1.9%

SPYMSPDR

+13.4%

−1.9%Year to date+13.4%

−10.3%Worst drop · 1Y−8.9%

8.1%Volatility · 1Y12.8%

4.6%Yield1.0%

$12.3BAssets$182B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TLH, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

TLH0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TLH, SPY, SPYM

4.65%highest, TLH

FundTrailing yieldYield$10k

TLH4.65%$465

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$450most kept, TLH

TLH$465 − $15 = $450

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TLH, SPY, SPYM

Today

99.8%most shared, SPY and SPYM

TLHSPYSPYM

TLH—[…][…]

SPY[…]—99.8%

SPYM[…]99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

TLHWorst drop−10.3%8.1% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TLHSPYM

−1.9%Year to date+13.4%

4.6%Yield1.0%

−2.8%Past year+13.5%

0.15%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026