Compare · 2 funds side by side · dividends reinvested

VDI and SPYM

VDIVirtus×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 / 03

VDI 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%$178B1.3

Virtus International Dividend ETFIncome · Dividend stocks0.39%3.50%+12.1%[…][…][…][…][…]$16M1.3

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: VDI 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Virtus International Dividend ETF · $16M[…]

VDI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VDIMeasureSPYM

+12.1%Year to dateJan 1 → Nov 6+8.8%

[…]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%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

3.50%Trailing 12-mo yield$350 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

2–1VDI wins

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

More Ways to See the Pairs

VDI vs SPYM: Top 5 Holdings

Today

VDI

11.1%in top 5

SPYM

in top 527.8%

VDIStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.6%ASML.ASnot top 5

2.3%ROP.SWnot top 5

2.2%HSBA.Lnot top 5

2.1%1308.HKnot top 5

1.9%TD.TOnot top 5

Held in common0.0%

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

VDI vs SPYM Returns, Every Period

VirtusVDI

[…]

past year

SPYMSPDR

+9.8%

past year

VDISPYMFaded: behind in that period

1–0VDI wins

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

Income vs Core: VDI vs SPYM

YTD

VirtusVDI

+12.1%

SPYMSPDR

+8.8%

+12.1%Year to date+8.8%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

3.5%Yield1.1%

$15.9MAssets$178B

2–0VDI wins

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

Cost, Income and Risk

Fees: VDI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VDI0.39%$39

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

Yields: VDI, SPYM

3.50%highest, VDI

FundTrailing yieldYield$10k

VDI3.50%$350

SPYM1.05%$105

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

Income After Fees on $10,000

$311most kept, VDI

VDI$350 − $39 = $311

SPYM$105 − $2 = $103

KeptFee

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

Overlap: VDI, SPYM

Today

0.0%most shared, VDI and SPYM

VDISPYM

VDI—0.0%

SPYM0.0%—

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

VDIWorst drop[…][…]

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

Paid More vs Made More

YTD

VDISPYM

+12.1%Year to date+8.8%

3.5%Yield1.1%

[…]Past year+9.8%

0.39%Fee0.02%

2–1VDI 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026