Compare · 3 funds side by side · dividends reinvested

XYLD, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

XYLD, 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%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.33%+10.1%+14.4%+14.8%+7.2%−5.3%7.0%$3.3B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: XYLD 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.3B$14,171

XYLD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 98.6% in common

XYLDMeasureSPYM

+10.1%Year to dateJan 1 → Nov 3+11.5%

+14.4%1 yearTotal return+11.9%

+14.8%3 years · per year$10,000 became $15,127 · $19,092+24.1%

+7.2%5 years · per year$10,000 became $14,171 · $17,749+12.2%

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

10.33%Trailing 12-mo yield$1,033 · $103 a year on $10k1.03%

−5.3%Worst dropSmaller is better−8.9%

7.0%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

XYLD vs SPYM: Top 5 Holdings

Today

XYLD

27.5%in top 5

SPYM

in top 527.4%

XYLDStockSPYM

7.6%NVDA7.8%

7.7%AAPL7.7%

6.0%MSFT5.9%

3.6%AMZN3.6%

2.5%GOOGL2.5%

Held in common98.6%

End-of-day Nov 3, 2026 · share of each fund

XYLD vs SPYM Returns, Every Period

Global XXYLD

+7.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

XYLDSPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: XYLD vs SPYM

YTD

Global XXYLD

+10.1%

SPYMSPDR

+11.5%

+10.1%Year to date+11.5%

−5.3%Worst drop · 1Y−8.9%

7.0%Volatility · 1Y12.7%

10.3%Yield1.0%

$3.3BAssets$185B

3–1XYLD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XYLD, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

XYLD0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XYLD, SPYM, SPY

10.33%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.33%$1,033

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XYLD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XYLDSPYMSPY

XYLD—98.6%98.7%

SPYM98.6%—99.9%

SPY98.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.4%XYLD, at 7.0% volatility

XYLDWorst drop−5.3%7.0% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSPYM

+10.1%Year to date+11.5%

10.3%Yield1.0%

+14.4%Past year+11.9%

0.60%Fee0.02%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026