Compare · 3 funds side by side · dividends reinvested

XLSR, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

XLSR, 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.40%+6.8%+8.2%+19.0%+9.2%−11.1%13.8%$1.1B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XLSR 2019 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$15,519

XLSR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

XLSRMeasureSPYM

+6.8%Year to dateJan 1 → Nov 4+13.4%

+8.2%1 yearTotal return+13.5%

+19.0%3 years · per year$10,000 became $16,861 · $19,186+24.3%

+9.2%5 years · per year$10,000 became $15,519 · $18,126+12.6%

0.70%Expense ratio$70 · $2 a year on $10k · lower is better0.02%

0.40%Trailing 12-mo yield$40 · $101 a year on $10k1.01%

−11.1%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer12.8%

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

0–8SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLSR vs SPYM: Top 5 Holdings

Today

XLSR

74.0%in top 5

SPYM

in top 527.3%

XLSRStockSPYM

26.8%XLKnot top 5

24.3%XLVnot top 5

11.5%XLFnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

6.5%XLYnot top 5

not top 5MSFT5.9%

5.0%XLCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common21.1%

End-of-day Nov 4, 2026 · share of each fund

XLSR vs SPYM Returns, Every Period

SPDRXLSR

+9.2%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

XLSRSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: XLSR vs SPYM

YTD

SPDRXLSR

+6.8%

SPYMSPDR

+13.4%

+6.8%Year to date+13.4%

−11.1%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y12.8%

0.4%Yield1.0%

$1.1BAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XLSR0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLSR, SPYM, SPY

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

SPY0.99%$99

XLSR0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

XLSR$40 − $70 = −$30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLSR, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

XLSRSPYMSPY

XLSR—21.1%21.1%

SPYM21.1%—99.8%

SPY21.1%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

XLSRWorst drop−11.1%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMSPY

+13.4%Year to date+13.3%

1.0%Yield1.0%

+13.5%Past year+13.4%

0.02%Fee0.09%

3–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026