Compare · 3 funds side by side · dividends reinvested

TMSL, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

TMSL, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.4

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%$798B2.1

T. Rowe Price Small-Mid Cap ETFUS Stock Styles · Mid cap0.55%0.48%+17.0%+19.4%+22.6%[…]−11.2%18.2%$3.2B2.4

Rank among the three1st → 3rdFee, 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: TMSL 2023 · SPYM 2005 · SPY 1993

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 · $185B$17,749

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

TMSLMeasureSPYM

+17.0%Year to dateJan 1 → Nov 3+11.5%

+19.4%1 yearTotal return+11.9%

+22.6%3 years · per year$10,000 became $18,421 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

0.48%Trailing 12-mo yield$48 · $103 a year on $10k1.03%

−11.2%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer12.7%

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

2–5SPYM wins

End-of-day Nov 3, 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 527.4%

TMSLStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

1.2%THCnot top 5

1.1%BPOPnot top 5

1.1%PRnot top 5

1.0%RSnot top 5

1.0%SWKnot top 5

Held in common1.0%

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

TMSL vs SPYM Returns, Every Period

T. Rowe PriceTMSL

+19.4%

past year

SPYMSPDR

+11.9%

past year

TMSLSPYMFaded: behind in that period

2–1TMSL wins

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

Stocks vs Core: TMSL vs SPYM

YTD

T. Rowe PriceTMSL

+17.0%

SPYMSPDR

+11.5%

+17.0%Year to date+11.5%

−11.2%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y12.7%

0.5%Yield1.0%

$3.2BAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: TMSL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

TMSL0.55%$55

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

Yields: TMSL, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

TMSL0.48%$48

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

TMSL$48 − $55 = −$7

KeptFee

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

Overlap: TMSL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

TMSLSPYMSPY

TMSL—1.0%1.0%

SPYM1.0%—99.9%

SPY1.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+19.4%TMSL, at 18.2% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

TMSLWorst drop−11.2%18.2% vol

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

Paid More vs Made More

YTD

SPYMTMSL

+11.5%Year to date+17.0%

1.0%Yield0.5%

+11.9%Past year+19.4%

0.02%Fee0.55%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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