Compare · 2 funds side by side · dividends reinvested

SPYM and SPY

Not found: USOY

SPYMSPDR×SPYSPDR×

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

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%$185B1.1

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%$798B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SPYM

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

SPYMMeasureSPY

+11.5%Year to dateJan 1 → Nov 3+11.5%

+11.9%1 yearTotal return+11.8%

+24.1%3 years · per year$10,000 became $19,092 · $19,046+24.0%

+12.2%5 years · per year$10,000 became $17,749 · $17,688+12.1%

0.02%Expense ratio$2 · $9 a year on $10k · lower is better0.09%

1.03%Trailing 12-mo yield$103 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer12.8%

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

6–0SPYM wins

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

More Ways to See the Pairs

SPYM vs SPY: Top 5 Holdings

Today

SPYM

27.4%in top 5

SPY

in top 527.4%

SPYMStockSPY

7.8%NVDA7.8%

7.7%AAPL7.7%

5.9%MSFT5.9%

3.6%AMZN3.6%

2.5%GOOGL2.5%

Held in common99.9%

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

SPYM vs SPY Returns, Every Period

SPDRSPYM

+12.2%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

SPYMSPYFaded: behind in that period

3–0SPYM wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

−8.9%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y12.8%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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

Cost, Income and Risk

Fees: SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

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

Yields: SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

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

KeptFee

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

Overlap: SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SPYMSPY

SPYM—99.9%

SPY99.9%—

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

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

SPYMSPY

+11.5%Year to date+11.5%

1.0%Yield1.0%

+11.9%Past year+11.8%

0.02%Fee0.09%

2–0SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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