Compare · 2 funds side by side · dividends reinvested

YBTC and SPYM

YBTCRoundhill×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

YBTC 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

Roundhill Investments - Bitcoin Covered Call Strategy ETFThematic Income · A basket0.95%58.49%−19.5%−27.9%[…][…]−40.0%39.7%$129M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: YBTC 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - Bitcoin Covered Call Strategy ETF · $129M[…]

YBTC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

YBTCMeasureSPYM

−19.5%Year to dateJan 1 → Nov 9+11.3%

−27.9%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.95%Expense ratio$95 · $2 a year on $10k · lower is better0.02%

58.49%Trailing 12-mo yield$5,849 · $103 a year on $10k1.03%

−40.0%Worst dropSmaller is better−8.9%

39.7%VolatilityLower is calmer13.7%

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

1–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YBTC vs SPYM: Top 5 Holdings

Today

YBTC

107.2%in top 5

SPYM

in top 527.8%

YBTCStockSPYM

101.9%912797VAnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.4%FGXXXnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

YBTC vs SPYM Returns, Every Period

RoundhillYBTC

−27.9%

past year

SPYMSPDR

+13.6%

past year

YBTCSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: YBTC vs SPYM

YTD

RoundhillYBTC

−19.5%

SPYMSPDR

+11.3%

−19.5%Year to date+11.3%

−40.0%Worst drop · 1Y−8.9%

39.7%Volatility · 1Y13.7%

58.5%Yield1.0%

$129MAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YBTC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

YBTC0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: YBTC, SPYM

58.49%highest, YBTC

FundTrailing yieldYield$10k

YBTC58.49%$5,849

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,754most kept, YBTC

YBTC$5,849 − $95 = $5,754

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: YBTC, SPYM

Today

0.0%most shared, YBTC and SPYM

YBTCSPYM

YBTC—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

YBTCWorst drop−40.0%39.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

YBTCSPYM

−19.5%Year to date+11.3%

58.5%Yield1.0%

−27.9%Past year+13.6%

0.95%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026