Compare · 2 funds side by side · dividends reinvested

VPU and SPYM

VPUVanguard×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

VPU 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%$179B1.1

Vanguard Utilities ETFSectors · Utilities0.09%2.75%+4.4%+1.5%+16.0%+8.5%−15.6%15.4%$7.7B1.9

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: VPU 2004 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Utilities ETF · $7.7B$15,006

VPU

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

VPUMeasureSPYM

+4.4%Year to dateJan 1 → Nov 9+11.3%

+1.5%1 yearTotal return+13.6%

+16.0%3 years · per year$10,000 became $15,604 · $18,161+22.0%

+8.5%5 years · per year$10,000 became $15,006 · $17,553+11.9%

0.09%Expense ratio$9 · $2 a year on $10k · lower is better0.02%

2.75%Trailing 12-mo yield$275 · $103 a year on $10k1.03%

−15.6%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.7%

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

1–7SPYM wins

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

More Ways to See the Pairs

VPU vs SPYM: Top 5 Holdings

Today

VPU

34.9%in top 5

SPYM

in top 527.8%

VPUStockSPYM

11.4%NEEnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

6.7%SOnot top 5

6.4%DUKnot top 5

not top 5MSFT6.2%

5.7%CEGnot top 5

4.7%AEPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.1%

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

VPU vs SPYM Returns, Every Period

VanguardVPU

+8.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

VPUSPYMFaded: behind in that period

0–4SPYM wins

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

Sector vs Core: VPU vs SPYM

YTD

VanguardVPU

+4.4%

SPYMSPDR

+11.3%

+4.4%Year to date+11.3%

−15.6%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.7%

2.7%Yield1.0%

$7.7BAssets$179B

3–1SPYM wins

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

Cost, Income and Risk

Fees: VPU, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VPU0.09%$9

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

Yields: VPU, SPYM

2.75%highest, VPU

FundTrailing yieldYield$10k

VPU2.75%$275

SPYM1.03%$103

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

Income After Fees on $10,000

$266most kept, VPU

VPU$275 − $9 = $266

SPYM$103 − $2 = $101

KeptFee

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

Overlap: VPU, SPYM

Today

2.1%most shared, VPU and SPYM

VPUSPYM

VPU—2.1%

SPYM2.1%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

VPUWorst drop−15.6%15.4% vol

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

Paid More vs Made More

YTD

VPUSPYM

+4.4%Year to date+11.3%

2.7%Yield1.0%

+1.5%Past year+13.6%

0.09%Fee0.02%

3–1SPYM 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%

$122BAssets$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