Compare · 2 funds side by side · dividends reinvested

TMFX and SPY

TMFXMotley Fool×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

TMFX 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Motley Fool Next Index ETFUnsorted0.50%0.04%+16.1%+15.5%+22.9%[…]−13.9%17.7%$39M1.7

Rank among the two1st → 2ndFee, 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: TMFX 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Next Index ETF · $39M[…]

TMFX

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

TMFXMeasureSPY

+16.1%Year to dateJan 1 → Nov 4+13.3%

+15.5%1 yearTotal return+13.4%

+22.9%3 years · per year$10,000 became $18,561 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.04%Trailing 12-mo yield$4 · $99 a year on $10k0.99%

−13.9%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer12.9%

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

2–5SPY wins

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

More Ways to See the Pairs

TMFX vs SPY: Top 5 Holdings

Today

TMFX

7.8%in top 5

SPY

in top 527.3%

TMFXStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.6%HEInot top 5

1.6%RKTnot top 5

1.6%Pnot top 5

1.5%BIIBnot top 5

1.5%ZSnot top 5

Held in common1.5%

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

TMFX vs SPY Returns, Every Period

Motley FoolTMFX

+15.5%

past year

SPYSPDR

+13.4%

past year

TMFXSPYFaded: behind in that period

2–1TMFX wins

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

Unsorted vs Core: TMFX vs SPY

YTD

Motley FoolTMFX

+16.1%

SPYSPDR

+13.3%

+16.1%Year to date+13.3%

−13.9%Worst drop · 1Y−8.9%

17.7%Volatility · 1Y12.9%

0.0%Yield1.0%

$38.5MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: TMFX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TMFX0.50%$50

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

Yields: TMFX, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

TMFX0.04%$4

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TMFX$4 − $50 = −$46

KeptFee

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

Overlap: TMFX, SPY

Today

1.5%most shared, TMFX and SPY

TMFXSPY

TMFX—1.5%

SPY1.5%—

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

Return vs Bumpiness: 2 ETFs

+15.5%TMFX, at 17.7% volatility

SPYWorst drop−8.9%12.9% vol

TMFXWorst drop−13.9%17.7% vol

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

Paid More vs Made More

YTD

SPYTMFX

+13.3%Year to date+16.1%

1.0%Yield0.0%

+13.4%Past year+15.5%

0.09%Fee0.50%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026