Compare · 2 funds side by side · dividends reinvested

WEEI and SPYM

WEEIWestwood×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeWEEI · 10.93% · $1,093 a year on $10k

Story of the two · RiskSmallest drop

WEEI 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

Westwood Salient Enhanced Energy Income ETFIncome · Covered calls0.85%10.93%+27.8%+30.0%[…][…]−10.3%16.1%$110M1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: WEEI 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Westwood Salient Enhanced Energy Income ETF · $110M[…]

WEEI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

WEEIMeasureSPYM

+27.8%

More Ways to See the Pairs

WEEI vs SPYM: Top 5 Holdings

Today

WEEI

56.4%in top 5

SPYM

in top 526.9%

WEEIStockSPYM

23.9%XOMnot top 5

15.8%CVXnot top 5

not top 5AAPL7.8%

6.6%COPnot top 5

not top 5NVDA6.3%

Cost, Income and Risk

Fees: WEEI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

WEEI0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: WEEI, SPYM

1Y

10.93%highest, WEEI

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+30.0%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

10.93%Trailing 12-mo yield$1,093 · $102 a year on $10k1.02%

−10.3%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT6.1%

5.3%VLOnot top 5

4.8%PSXnot top 5

not top 5AMZN4.1%

not top 5GOOGL2.6%

Held in common3.5%

End-of-day Nov 11, 2026 · share of each fund

WEEI vs SPYM Returns, Every Period

1Y

WestwoodWEEI

+30.0%

past year

SPYMSPDR

+12.8%

past year

WEEISPYMFaded: behind in that period

2–0WEEI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Core: WEEI vs SPYM

YTD

WestwoodWEEI

+27.8%

SPYMSPDR

+12.4%

+27.8%Year to date+12.4%

−10.3%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.7%

10.9%Yield1.0%

$110MAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

WEEI10.93%$1,093

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,008most kept, WEEI

WEEI$1,093 − $85 = $1,008

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: WEEI, SPYM

Today

3.5%most shared, WEEI and SPYM

WEEISPYM

WEEI—3.5%

SPYM3.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+30.0%WEEI, at 16.1% volatility

SPYMWorst drop−8.9%13.7% vol

WEEIWorst drop−10.3%16.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

WEEISPYM

+27.8%Year to date+12.4%

10.9%Yield1.0%

+30.0%Past year+12.8%

0.85%Fee0.02%

3–1WEEI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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WEEI and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two