Compare · 3 funds side by side · dividends reinvested

XES, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

XES, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

State Street SPDR S&P Oil & Gas Equipment & Services ETFSectors · Energy0.35%1.29%+14.8%+18.0%+3.6%+10.8%−29.8%32.5%$335M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

Rank among the three1st → 3rdFee, 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: XES 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $335M$16,695

XES

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XESMeasureSPYM

+14.8%Year to dateJan 1 → Nov 5+8.4%

+18.0%1 yearTotal return+9.8%

+3.6%3 years · per year$10,000 became $11,130 · $18,222+22.1%

+10.8%5 years · per year$10,000 became $16,695 · $17,164+11.4%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

1.29%Trailing 12-mo yield$129 · $106 a year on $10k1.06%

−29.8%Worst dropSmaller is better−8.9%

32.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

XES vs SPYM: Top 5 Holdings

Today

XES

20.5%in top 5

SPYM

in top 527.7%

XESStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.3%VALnot top 5

4.2%RIGnot top 5

4.1%WFRDnot top 5

4.0%SLBnot top 5

4.0%NEnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.2%

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

XES vs SPYM Returns, Every Period

SPDRXES

+10.8%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

XESSPYMFaded: behind in that period

2–2Level

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

Sector vs Core: XES vs SPYM

YTD

SPDRXES

+14.8%

SPYMSPDR

+8.4%

+14.8%Year to date+8.4%

−29.8%Worst drop · 1Y−8.9%

32.5%Volatility · 1Y13.6%

1.3%Yield1.1%

$335MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: XES, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XES0.35%$35

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

Yields: XES, SPYM, SPY

1.29%highest, XES

FundTrailing yieldYield$10k

XES1.29%$129

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

XES$129 − $35 = $94

KeptFee

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

Overlap: XES, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XESSPYMSPY

XES—0.2%0.2%

SPYM0.2%—99.9%

SPY0.2%99.9%—

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

Return vs Bumpiness: 3 ETFs

+18.0%XES, at 32.5% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

XESWorst drop−29.8%32.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XESSPYM

+14.8%Year to date+8.4%

1.3%Yield1.1%

+18.0%Past year+9.8%

0.35%Fee0.02%

3–1XES wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026