Compare · 2 funds side by side · dividends reinvested

VSHY and SPYM

VSHYVirtus×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

VSHY 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

Virtus Newfleet Short Duration High Yield Bond ETFBonds & Cash · High yield0.39%6.29%+3.2%+4.3%+8.4%+4.0%−2.0%3.5%$32M1.6

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: VSHY 2016 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Newfleet Short Duration High Yield Bond ETF · $32M$12,176

VSHY

SPYM

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

$10,000 five years ago, dividends reinvested

VSHYMeasureSPYM

+3.2%Year to dateJan 1 → Nov 9+11.3%

+4.3%1 yearTotal return+13.6%

+8.4%3 years · per year$10,000 became $12,733 · $18,161+22.0%

+4.0%5 years · per year$10,000 became $12,176 · $17,553+11.9%

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

6.29%Trailing 12-mo yield$629 · $103 a year on $10k1.03%

−2.0%Worst dropSmaller is better−8.9%

3.5%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

VSHY vs SPYM: Top 5 Holdings

Today

VSHY

[…]in top 5

SPYM

in top 527.8%

VSHYStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

VSHY vs SPYM Returns, Every Period

VirtusVSHY

+4.0%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

VSHYSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: VSHY vs SPYM

YTD

VirtusVSHY

+3.2%

SPYMSPDR

+11.3%

+3.2%Year to date+11.3%

−2.0%Worst drop · 1Y−8.9%

3.5%Volatility · 1Y13.7%

6.3%Yield1.0%

$31.6MAssets$179B

3–1VSHY wins

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

Cost, Income and Risk

Fees: VSHY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VSHY0.39%$39

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

Yields: VSHY, SPYM

6.29%highest, VSHY

FundTrailing yieldYield$10k

VSHY6.29%$629

SPYM1.03%$103

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

Income After Fees on $10,000

$590most kept, VSHY

VSHY$629 − $39 = $590

SPYM$103 − $2 = $101

KeptFee

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

Overlap: VSHY, SPYM

Today

[…]holdings […]

VSHYSPYM

VSHY—[…]

SPYM[…]—

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

VSHYWorst drop−2.0%3.5% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

VSHYSPYM

+3.2%Year to date+11.3%

6.3%Yield1.0%

+4.3%Past year+13.6%

0.39%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