Compare · 2 funds side by side · dividends reinvested

TMSL and SPYM

TMSLT. Rowe Price×SPYMSPDR×

Versus in desk

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

02 / 04

TMSL 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

T. Rowe Price Small-Mid Cap ETFUS Stock Styles · Mid cap0.55%0.48%+18.2%+21.6%+22.7%[…]−11.2%18.2%$3.2B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: TMSL 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Small-Mid Cap ETF · $3.2B[…]

TMSL

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

TMSLMeasureSPYM

+18.2%Year to dateJan 1 → Nov 5+13.4%

+21.6%1 yearTotal return+13.5%

+22.7%3 years · per year$10,000 became $18,460 · $19,186+24.3%

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

0.55%Expense ratio$55 · $2 a year on $10k · lower is better0.02%

0.48%Trailing 12-mo yield$48 · $101 a year on $10k1.01%

−11.2%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer12.8%

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

2–5SPYM wins

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

More Ways to See the Pairs

TMSL vs SPYM: Top 5 Holdings

Today

TMSL

5.3%in top 5

SPYM

in top 527.7%

TMSLStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.3%THCnot top 5

1.1%BPOPnot top 5

1.1%SWKnot top 5

1.0%PRnot top 5

0.9%RSnot top 5

Held in common1.0%

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

TMSL vs SPYM Returns, Every Period

T. Rowe PriceTMSL

+21.6%

past year

SPYMSPDR

+13.5%

past year

TMSLSPYMFaded: behind in that period

2–1TMSL wins

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

Stocks vs Core: TMSL vs SPYM

YTD

T. Rowe PriceTMSL

+18.2%

SPYMSPDR

+13.4%

+18.2%Year to date+13.4%

−11.2%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y12.8%

0.5%Yield1.0%

$3.2BAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: TMSL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TMSL0.55%$55

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

Yields: TMSL, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

TMSL0.48%$48

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

TMSL$48 − $55 = −$7

KeptFee

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

Overlap: TMSL, SPYM

Today

1.0%most shared, TMSL and SPYM

TMSLSPYM

TMSL—1.0%

SPYM1.0%—

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

Return vs Bumpiness: 2 ETFs

+21.6%TMSL, at 18.2% volatility

SPYMWorst drop−8.9%12.8% vol

TMSLWorst drop−11.2%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMTMSL

+13.4%Year to date+18.2%

1.0%Yield0.5%

+13.5%Past year+21.6%

0.02%Fee0.55%

2–2level

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026