Compare · 2 funds side by side · dividends reinvested

VGSR and SPYM

VGSRVert×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

VGSR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.83%+9.9%+10.0%[…][…]−10.6%13.2%$512M1.3

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%$182B1.5

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: VGSR 2017 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vert Global Sustainable Real Estate ETF · $512M[…]

VGSR

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

VGSRMeasureSPYM

+9.9%Year to dateJan 1 → Nov 5+8.4%

+10.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

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

0.51%Expense ratio$51 · $2 a year on $10k · lower is better0.02%

2.83%Trailing 12-mo yield$283 · $106 a year on $10k1.06%

−10.6%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

4–2VGSR wins

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

More Ways to See the Pairs

VGSR vs SPYM: Top 5 Holdings

Today

VGSR

24.7%in top 5

SPYM

in top 527.7%

VGSRStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.1%SPGnot top 5

5.1%AMTnot top 5

5.0%WELLnot top 5

4.8%DLRnot top 5

4.7%EQIXnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.3%

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

VGSR vs SPYM Returns, Every Period

VertVGSR

+10.0%

past year

SPYMSPDR

+9.8%

past year

VGSRSPYMFaded: behind in that period

2–0VGSR wins

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

Sector vs Core: VGSR vs SPYM

YTD

VertVGSR

+9.9%

SPYMSPDR

+8.4%

+9.9%Year to date+8.4%

−10.6%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

2.8%Yield1.1%

$512MAssets$182B

3–1VGSR wins

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

Cost, Income and Risk

Fees: VGSR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VGSR0.51%$51

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

Yields: VGSR, SPYM

2.83%highest, VGSR

FundTrailing yieldYield$10k

VGSR2.83%$283

SPYM1.06%$106

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

Income After Fees on $10,000

$232most kept, VGSR

VGSR$283 − $51 = $232

SPYM$106 − $2 = $104

KeptFee

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

Overlap: VGSR, SPYM

Today

1.3%most shared, VGSR and SPYM

VGSRSPYM

VGSR—1.3%

SPYM1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.0%VGSR, at 13.2% volatility

VGSRWorst drop−10.6%13.2% 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

VGSRSPYM

+9.9%Year to date+8.4%

2.8%Yield1.1%

+10.0%Past year+9.8%

0.51%Fee0.02%

3–1VGSR 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026