Compare · 2 funds side by side · dividends reinvested

USXF and SPYM

USXFiShares×SPYMSPDR×

Versus in desk

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

02 / 04

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

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.93%+8.1%+7.5%+23.0%+11.2%−12.9%20.6%$1.3B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: USXF 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.3B$16,984

USXF

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

USXFMeasureSPYM

+8.1%Year to dateJan 1 → Nov 6+8.8%

+7.5%1 yearTotal return+9.8%

+23.0%3 years · per year$10,000 became $18,621 · $18,082+21.8%

+11.2%5 years · per year$10,000 became $16,984 · $17,192+11.4%

0.10%Expense ratio$10 · $2 a year on $10k · lower is better0.02%

0.93%Trailing 12-mo yield$93 · $105 a year on $10k1.05%

−12.9%Worst dropSmaller is better−8.9%

20.6%VolatilityLower is calmer13.6%

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

1–7SPYM wins

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

More Ways to See the Pairs

USXF vs SPYM: Top 5 Holdings

Today

USXF

26.6%in top 5

SPYM

in top 527.8%

USXFStockSPYM

11.6%NVDA6.9%

not top 5AAPL7.9%

not top 5MSFT6.3%

5.8%AVGOnot top 5

not top 5AMZN4.0%

3.3%MUnot top 5

3.1%Vnot top 5

2.9%AMDnot top 5

not top 5GOOGL2.6%

Held in common37.5%

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

USXF vs SPYM Returns, Every Period

iSharesUSXF

+11.2%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

USXFSPYMFaded: behind in that period

1–3SPYM wins

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

Stocks vs Core: USXF vs SPYM

YTD

iSharesUSXF

+8.1%

SPYMSPDR

+8.8%

+8.1%Year to date+8.8%

−12.9%Worst drop · 1Y−8.9%

20.6%Volatility · 1Y13.6%

0.9%Yield1.1%

$1.3BAssets$182B

4–0SPYM wins

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

Cost, Income and Risk

Fees: USXF, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

USXF0.10%$10

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

Yields: USXF, SPYM

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

USXF0.93%$93

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

USXF$93 − $10 = $83

KeptFee

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

Overlap: USXF, SPYM

Today

37.5%most shared, USXF and SPYM

USXFSPYM

USXF—37.5%

SPYM37.5%—

End-of-day Nov 6, 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

USXFWorst drop−12.9%20.6% vol

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

Paid More vs Made More

YTD

SPYMUSXF

+8.8%Year to date+8.1%

1.1%Yield0.9%

+9.8%Past year+7.5%

0.02%Fee0.10%

4–0SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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