Compare · 2 funds side by side · dividends reinvested

VOTE and SPYM

VOTETCW×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

VOTE 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

TCW Transform 500 ETFUnsorted0.05%0.94%+11.4%+13.6%+22.3%+11.6%−9.1%14.0%$1.1B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VOTE 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform 500 ETF · $1.1B$17,311

VOTE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 95.2% in common

VOTEMeasureSPYM

+11.4%Year to dateJan 1 → Nov 9+11.3%

+13.6%1 yearTotal return+13.6%

+22.3%3 years · per year$10,000 became $18,308 · $18,161+22.0%

+11.6%5 years · per year$10,000 became $17,311 · $17,553+11.9%

0.05%Expense ratio$5 · $2 a year on $10k · lower is better0.02%

0.94%Trailing 12-mo yield$94 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.7%

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

2–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOTE vs SPYM: Top 5 Holdings

Today

VOTE

27.4%in top 5

SPYM

in top 527.8%

VOTEStockSPYM

7.8%AAPL7.9%

6.8%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common95.2%

End-of-day Nov 9, 2026 · share of each fund

VOTE vs SPYM Returns, Every Period

TCWVOTE

+11.6%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

VOTESPYMFaded: behind in that period

2–1VOTE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: VOTE vs SPYM

YTD

TCWVOTE

+11.4%

SPYMSPDR

+11.3%

+11.4%Year to date+11.3%

−9.1%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.7%

0.9%Yield1.0%

$1.1BAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOTE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOTE0.05%$5

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOTE, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

VOTE0.94%$94

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

VOTE$94 − $5 = $89

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOTE, SPYM

Today

95.2%most shared, VOTE and SPYM

VOTESPYM

VOTE—95.2%

SPYM95.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%VOTE, at 14.0% volatility

SPYMWorst drop−8.9%13.7% vol

VOTEWorst drop−9.1%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMVOTE

+11.3%Year to date+11.4%

1.0%Yield0.9%

+13.6%Past year+13.6%

0.02%Fee0.05%

2–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026