Compare · 2 funds side by side · dividends reinvested

UDIV and SPYM

UDIVFranklin Templeton×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,424UDIV · best of the two

02 / 04

UDIV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.41%+16.8%+17.0%+26.8%+14.2%−8.4%13.1%$160M1.3

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%$182B1.8

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: UDIV 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Dividend Tilt Index ETF · $160M$19,424

UDIV

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 75.4% in common

UDIVMeasureSPYM

+16.8%Year to dateJan 1 → Nov 4+13.4%

+17.0%1 yearTotal return+13.5%

+26.8%3 years · per year$10,000 became $20,378 · $19,186+24.3%

+14.2%5 years · per year$10,000 became $19,424 · $18,126+12.6%

0.06%Expense ratio$6 · $2 a year on $10k · lower is better0.02%

1.41%Trailing 12-mo yield$141 · $101 a year on $10k1.01%

−8.4%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.8%

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

6–2UDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UDIV vs SPYM: Top 5 Holdings

Today

UDIV

26.9%in top 5

SPYM

in top 527.3%

UDIVStockSPYM

7.1%NVDA7.7%

7.3%AAPL7.4%

6.1%MSFT5.9%

3.8%AMZN3.8%

2.6%AVGOnot top 5

not top 5GOOGL2.5%

Held in common75.4%

End-of-day Nov 4, 2026 · share of each fund

UDIV vs SPYM Returns, Every Period

Franklin TempletonUDIV

+14.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

UDIVSPYMFaded: behind in that period

4–0UDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: UDIV vs SPYM

YTD

Franklin TempletonUDIV

+16.8%

SPYMSPDR

+13.4%

+16.8%Year to date+13.4%

−8.4%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.8%

1.4%Yield1.0%

$160MAssets$182B

3–1UDIV wins

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

Cost, Income and Risk

Fees: UDIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

UDIV0.06%$6

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

Yields: UDIV, SPYM

1.41%highest, UDIV

FundTrailing yieldYield$10k

UDIV1.41%$141

SPYM1.01%$101

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

Income After Fees on $10,000

$135most kept, UDIV

UDIV$141 − $6 = $135

SPYM$101 − $2 = $99

KeptFee

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

Overlap: UDIV, SPYM

Today

75.4%most shared, UDIV and SPYM

UDIVSPYM

UDIV—75.4%

SPYM75.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.0%UDIV, at 13.1% volatility

SPYMWorst drop−8.9%12.8% vol

UDIVWorst drop−8.4%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UDIVSPYM

+16.8%Year to date+13.4%

1.4%Yield1.0%

+17.0%Past year+13.5%

0.06%Fee0.02%

3–1UDIV wins

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