Compare · 3 funds side by side · dividends reinvested

XJR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

XJR, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

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%$210M2.5

Rank among the three1st → 3rdFee, 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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

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, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XJR0.12%$12

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

Yields: XJR, SPYM, SPY

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

SPY1.03%$103

XJR0.95%$95

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

XJR$95 − $12 = $83

KeptFee

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

Overlap: XJR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XJRSPYMSPY

XJR—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.8%XJR, at 16.8% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst 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 Three

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