Compare · 3 funds side by side · dividends reinvested

UPSD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

UPSD, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.61%+7.8%+9.3%[…][…]−11.9%15.6%$135M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: UPSD 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Large Cap Upside ETF · $135M[…]

UPSD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

UPSDMeasureSPYM

+7.8%Year to dateJan 1 → Nov 6+8.8%

+9.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

0.61%Trailing 12-mo yield$61 · $105 a year on $10k1.05%

−11.9%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer13.6%

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

0–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UPSD vs SPYM: Top 5 Holdings

Today

UPSD

17.9%in top 5

SPYM

in top 527.8%

UPSDStockSPYM

5.3%AAPL7.9%

4.0%NVDA6.9%

4.6%MSFT6.3%

2.1%AMZN4.0%

not top 5GOOGL2.6%

1.9%RPRXnot top 5

Held in common41.4%

End-of-day Nov 6, 2026 · share of each fund

UPSD vs SPYM Returns, Every Period

AptusUPSD

+9.3%

past year

SPYMSPDR

+9.8%

past year

UPSDSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: UPSD vs SPYM

YTD

AptusUPSD

+7.8%

SPYMSPDR

+8.8%

+7.8%Year to date+8.8%

−11.9%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.6%

0.6%Yield1.1%

$135MAssets$182B

4–0SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UPSD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

UPSD0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UPSD, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

UPSD0.61%$61

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

UPSD$61 − $79 = −$18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UPSD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

UPSDSPYMSPY

UPSD—41.4%41.4%

SPYM41.4%—99.9%

SPY41.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

UPSDWorst drop−11.9%15.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+8.8%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.02%Fee0.09%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026