Compare · 3 funds side by side · dividends reinvested

VGMS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

VGMS, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.5

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFBonds & Cash · Other bonds0.30%5.55%+1.1%+2.4%[…][…]−2.7%3.4%$298M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: VGMS 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M[…]

VGMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

VGMSMeasureSPYM

+1.1%Year to dateJan 1 → Nov 4+13.4%

+2.4%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

5.55%Trailing 12-mo yield$555 · $101 a year on $10k1.01%

−2.7%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VGMS vs SPYM: Top 5 Holdings

Today

VGMS

0.1%in top 5

SPYM

in top 527.3%

VGMSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.1%SVCnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

VGMS vs SPYM Returns, Every Period

VanguardVGMS

+2.4%

past year

SPYMSPDR

+13.5%

past year

VGMSSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: VGMS vs SPYM

YTD

VanguardVGMS

+1.1%

SPYMSPDR

+13.4%

+1.1%Year to date+13.4%

−2.7%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y12.8%

5.5%Yield1.0%

$298MAssets$185B

3–1VGMS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VGMS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

VGMS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VGMS, SPYM, SPY

5.55%highest, VGMS

FundTrailing yieldYield$10k

VGMS5.55%$555

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$525most kept, VGMS

VGMS$555 − $30 = $525

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VGMS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

VGMSSPYMSPY

VGMS—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

VGMSWorst drop−2.7%3.4% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VGMSSPYM

+1.1%Year to date+13.4%

5.5%Yield1.0%

+2.4%Past year+13.5%

0.30%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026