Compare · 2 funds side by side · dividends reinvested

TMFS and SPY

TMFSMotley Fool×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

TMFS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$798B1.0

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%−1.0%+0.8%+10.5%−2.3%−15.7%19.1%$53M2.0

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: TMFS 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Small-Cap Growth ETF · $53M$8,891

TMFS

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TMFSMeasureSPY

−1.0%Year to dateJan 1 → Nov 3+11.5%

+0.8%1 yearTotal return+11.8%

+10.5%3 years · per year$10,000 became $13,500 · $19,046+24.0%

−2.3%5 years · per year$10,000 became $8,891 · $17,688+12.1%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−15.7%Worst dropSmaller is better−8.9%

19.1%VolatilityLower is calmer12.8%

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

0–8SPY wins

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

More Ways to See the Pairs

TMFS vs SPY: Top 5 Holdings

Today

TMFS

25.5%in top 5

SPY

in top 527.3%

TMFSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.0%QTWOnot top 5

not top 5MSFT5.9%

5.2%WINGnot top 5

5.1%HRInot top 5

4.7%HQYnot top 5

4.4%GXOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

TMFS vs SPY Returns, Every Period

Motley FoolTMFS

−2.3%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

TMFSSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: TMFS vs SPY

YTD

Motley FoolTMFS

−1.0%

SPYSPDR

+11.5%

−1.0%Year to date+11.5%

−15.7%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y12.8%

0.0%Yield1.0%

$52.7MAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: TMFS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TMFS0.85%$85

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

Yields: TMFS, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

TMFS0.00%$0

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

TMFS$0 − $85 = −$85

KeptFee

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

Overlap: TMFS, SPY

Today

0.0%most shared, TMFS and SPY

TMFSSPY

TMFS—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

TMFSWorst drop−15.7%19.1% vol

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

Paid More vs Made More

YTD

SPYTMFS

+11.5%Year to date−1.0%

1.0%Yield0.0%

+11.8%Past year+0.8%

0.09%Fee0.85%

4–0SPY 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