Compare · 2 funds side by side · dividends reinvested

TMFX and SPYM

TMFXMotley Fool×SPYMSPDR×

Versus in desk

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

02 / 04

TMFX 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%$182B1.3

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Next Index ETF · $39M[…]

TMFX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

TMFXMeasureSPYM

+16.1%Year to dateJan 1 → Nov 4+13.4%

+15.5%1 yearTotal return+13.5%

+22.9%3 years · per year$10,000 became $18,561 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.04%Trailing 12-mo yield$4 · $101 a year on $10k1.01%

−13.9%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer12.8%

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

2–5SPYM 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 SPYM: Top 5 Holdings

Today

TMFX

7.8%in top 5

SPYM

in top 527.7%

TMFXStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 SPYM Returns, Every Period

Motley FoolTMFX

+15.5%

past year

SPYMSPDR

+13.5%

past year

TMFXSPYMFaded: 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 SPYM

YTD

Motley FoolTMFX

+16.1%

SPYMSPDR

+13.4%

+16.1%Year to date+13.4%

−13.9%Worst drop · 1Y−8.9%

17.7%Volatility · 1Y12.8%

0.0%Yield1.0%

$38.6MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: TMFX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TMFX0.50%$50

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

Yields: TMFX, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

TMFX0.04%$4

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

TMFX$4 − $50 = −$46

KeptFee

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

Overlap: TMFX, SPYM

Today

1.5%most shared, TMFX and SPYM

TMFXSPYM

TMFX—1.5%

SPYM1.5%—

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

SPYMWorst drop−8.9%12.8% 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

SPYMTMFX

+13.4%Year to date+16.1%

1.0%Yield0.0%

+13.5%Past year+15.5%

0.02%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%

$182BAssets$805B

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%

$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