Compare · 2 funds side by side · dividends reinvested

XMAR and SPYM

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

02 / 04

XMAR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchDefined Outcome · Buffer0.85%0.00%+8.5%+10.0%+11.1%[…]−1.5%3.4%$160M1.4

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

Rank among the two1st → 2ndFee, 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: XMAR 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March · $160M[…]

XMAR

SPYM

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

$10,000 five years ago, dividends reinvested

XMARMeasureSPYM

+8.5%Year to dateJan 1 → Nov 5+8.4%

+10.0%1 yearTotal return+9.8%

+11.1%3 years · per year$10,000 became $13,715 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

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

0.00%Trailing 12-mo yield$0 · $106 a year on $10k1.06%

−1.5%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer13.6%

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

4–3XMAR wins

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

More Ways to See the Pairs

XMAR vs SPYM: Top 5 Holdings

Today

XMAR

[…]in top 5

SPYM

in top 527.7%

XMARStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

XMAR vs SPYM Returns, Every Period

First TrustXMAR

+10.0%

past year

SPYMSPDR

+9.8%

past year

XMARSPYMFaded: behind in that period

2–1XMAR wins

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

Defined Outcome vs Core: XMAR vs SPYM

YTD

First TrustXMAR

+8.5%

SPYMSPDR

+8.4%

+8.5%Year to date+8.4%

−1.5%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y13.6%

0.0%Yield1.1%

$160MAssets$182B

3–1XMAR wins

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

Cost, Income and Risk

Fees: XMAR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XMAR0.85%$85

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

Yields: XMAR, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

XMAR0.00%$0

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

XMAR$0 − $85 = −$85

KeptFee

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

Overlap: XMAR, SPYM

Today

[…]holdings […]

XMARSPYM

XMAR—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+10.0%XMAR, at 3.4% volatility

XMARWorst drop−1.5%3.4% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYMXMAR

+8.4%Year to date+8.5%

1.1%Yield0.0%

+9.8%Past year+10.0%

0.02%Fee0.85%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026