Compare · 2 funds side by side · dividends reinvested

TSPA and SPYM

TSPAT. Rowe Price×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,439TSPA · best of the two

02 / 04

TSPA 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

T. Rowe Price U.S. Equity Research ETFUS Stock Styles · Large cap0.34%0.58%+7.9%+9.1%+22.0%+11.8%−9.2%14.3%$4.7B1.9

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: TSPA 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price U.S. Equity Research ETF · $4.7B$17,439

TSPA

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 79.1% in common

TSPAMeasureSPYM

+7.9%Year to dateJan 1 → Nov 5+8.4%

+9.1%1 yearTotal return+9.8%

+22.0%3 years · per year$10,000 became $18,180 · $18,222+22.1%

+11.8%5 years · per year$10,000 became $17,439 · $17,164+11.4%

0.34%Expense ratio$34 · $2 a year on $10k · lower is better0.02%

0.58%Trailing 12-mo yield$58 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

TSPA vs SPYM: Top 5 Holdings

Today

TSPA

28.6%in top 5

SPYM

in top 527.7%

TSPAStockSPYM

8.6%NVDA7.3%

7.1%AAPL7.7%

5.8%MSFT6.2%

3.8%AMZN3.9%

3.2%GOOGnot top 5

not top 5GOOGL2.6%

Held in common79.1%

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

TSPA vs SPYM Returns, Every Period

T. Rowe PriceTSPA

+11.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

TSPASPYMFaded: behind in that period

1–3SPYM wins

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

Stocks vs Core: TSPA vs SPYM

YTD

T. Rowe PriceTSPA

+7.9%

SPYMSPDR

+8.4%

+7.9%Year to date+8.4%

−9.2%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.6%

0.6%Yield1.1%

$4.7BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: TSPA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TSPA0.34%$34

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

Yields: TSPA, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

TSPA0.58%$58

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

TSPA$58 − $34 = $24

KeptFee

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

Overlap: TSPA, SPYM

Today

79.1%most shared, TSPA and SPYM

TSPASPYM

TSPA—79.1%

SPYM79.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

TSPAWorst drop−9.2%14.3% vol

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

Paid More vs Made More

YTD

SPYMTSPA

+8.4%Year to date+7.9%

1.1%Yield0.6%

+9.8%Past year+9.1%

0.02%Fee0.34%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026