Compare · 2 funds side by side · dividends reinvested

TOPC and SPYM

TOPCiShares×SPYMSPDR×

Versus in desk

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

02 / 04

TOPC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.03%+12.3%+13.5%[…][…]−8.0%12.2%$33M1.2

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%$185B1.6

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: TOPC 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $33M[…]

TOPC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 85.0% in common

TOPCMeasureSPYM

+12.3%Year to dateJan 1 → Nov 3+11.5%

+13.5%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

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

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

1.03%Trailing 12-mo yield$103 · $103 a year on $10k1.03%

−8.0%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.7%

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

4–1TOPC wins

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

More Ways to See the Pairs

TOPC vs SPYM: Top 5 Holdings

Today

TOPC

14.8%in top 5

SPYM

in top 527.4%

TOPCStockSPYM

2.7%NVDA7.8%

3.3%AAPL7.7%

3.2%MSFT5.9%

2.9%AMZN3.6%

2.7%AVGOnot top 5

not top 5GOOGL2.5%

Held in common85.0%

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

TOPC vs SPYM Returns, Every Period

iSharesTOPC

+13.5%

past year

SPYMSPDR

+11.9%

past year

TOPCSPYMFaded: behind in that period

2–0TOPC wins

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

TOPC vs SPYM

YTD

iSharesTOPC

+12.3%

SPYMSPDR

+11.5%

+12.3%Year to date+11.5%

−8.0%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.7%

1.0%Yield1.0%

$32.8MAssets$185B

3–0TOPC wins

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

Cost, Income and Risk

Fees: TOPC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TOPC0.15%$15

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

Yields: TOPC, SPYM

1.03%highest, TOPC

FundTrailing yieldYield$10k

TOPC1.03%$103

SPYM1.03%$103

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

TOPC$103 − $15 = $88

KeptFee

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

Overlap: TOPC, SPYM

Today

85.0%most shared, TOPC and SPYM

TOPCSPYM

TOPC—85.0%

SPYM85.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%TOPC, at 12.2% volatility

TOPCWorst drop−8.0%12.2% vol

SPYMWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

TOPCSPYM

+12.3%Year to date+11.5%

1.0%Yield1.0%

+13.5%Past year+11.9%

0.15%Fee0.02%

2–1TOPC 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