Compare · 2 funds side by side · dividends reinvested

UTEN and SPYM

UTENF/m×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

UTEN 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%$182B1.4

US Treasury 10 Year Note ETFBonds & Cash · Treasuries0.15%4.23%−1.4%−1.4%+4.4%[…]−7.6%5.5%$265M1.6

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: UTEN 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

US Treasury 10 Year Note ETF · $265M[…]

UTEN

SPYM

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

$10,000 five years ago, dividends reinvested

UTENMeasureSPYM

−1.4%Year to dateJan 1 → Nov 5+8.4%

−1.4%1 yearTotal return+9.8%

+4.4%3 years · per year$10,000 became $11,387 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.15%Expense ratio$15 · $2 a year on $10k · lower is better0.02%

4.23%Trailing 12-mo yield$423 · $106 a year on $10k1.06%

−7.6%Worst dropSmaller is better−8.9%

5.5%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

UTEN vs SPYM: Top 5 Holdings

Today

UTEN

[…]in top 5

SPYM

in top 527.7%

UTENStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

UTEN vs SPYM Returns, Every Period

F/mUTEN

−1.4%

past year

SPYMSPDR

+9.8%

past year

UTENSPYMFaded: behind in that period

0–3SPYM wins

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

Bonds vs Core: UTEN vs SPYM

YTD

F/mUTEN

−1.4%

SPYMSPDR

+8.4%

−1.4%Year to date+8.4%

−7.6%Worst drop · 1Y−8.9%

5.5%Volatility · 1Y13.6%

4.2%Yield1.1%

$265MAssets$182B

3–1UTEN wins

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

Cost, Income and Risk

Fees: UTEN, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

UTEN0.15%$15

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

Yields: UTEN, SPYM

4.23%highest, UTEN

FundTrailing yieldYield$10k

UTEN4.23%$423

SPYM1.06%$106

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

Income After Fees on $10,000

$408most kept, UTEN

UTEN$423 − $15 = $408

SPYM$106 − $2 = $104

KeptFee

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

Overlap: UTEN, SPYM

Today

[…]holdings […]

UTENSPYM

UTEN—[…]

SPYM[…]—

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

UTENWorst drop−7.6%5.5% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

UTENSPYM

−1.4%Year to date+8.4%

4.2%Yield1.1%

−1.4%Past year+9.8%

0.15%Fee0.02%

3–1SPYM 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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026