Compare XJR and SPYM | ETF Tracker

XJR 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.4%+16.8%+17.3%+5.5%−10.2%16.8%$210M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: XJR 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $210M$13,084

XJR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XJRMeasureSPYM

+15.4%Year to dateJan 1 → Nov 6+8.8%

+16.8%1 yearTotal return+9.8%

+17.3%3 years · per year$10,000 became $16,158 · $18,082+21.8%

+5.5%5 years · per year$10,000 became $13,084 · $17,192+11.4%

0.12%Expense ratio$12 · $2 a year on $10k · lower is better0.02%

0.95%Trailing 12-mo yield$95 · $105 a year on $10k1.05%

−10.2%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer13.6%

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

2–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XJR vs SPYM: Top 5 Holdings

Today

XJR

3.0%in top 5

SPYM

in top 527.8%

XJRStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.6%PAYCnot top 5

0.6%LTHnot top 5

0.6%MTCHnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XJR vs SPYM Returns, Every Period

5Y

iSharesXJR

+5.5%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

XJRSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: XJR vs SPYM

YTD

iSharesXJR

+15.4%

SPYMSPDR

+8.8%

+15.4%Year to date+8.8%

−10.2%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y13.6%

1.0%Yield1.1%

$210MAssets$182B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XJR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XJR0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XJR, SPYM

1Y

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

XJR0.95%$95

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SPYM

SPYM$105 − $2 = $103

XJR$95 − $12 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XJR, SPYM

Today

0.0%most shared, XJR and SPYM

XJRSPYM

XJR—0.0%

SPYM0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.8%XJR, at 16.8% volatility

SPYMWorst drop−8.9%13.6% vol

XJRWorst drop−10.2%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMXJR

+8.8%Year to date+15.4%

1.1%Yield1.0%

+9.8%Past year+16.8%

0.02%Fee0.12%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026