Compare · 3 funds side by side · dividends reinvested

YRAM, SPYM and SCHD

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

02 / 04

YRAM, SPYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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%$182B1.8

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$5M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: YRAM 2026 · SPYM 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Memory and Storage Portfolio Option Income ETF · $5M[…]

YRAM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

YRAMMeasureSPYM

[…]Year to dateJan 1 → Nov 6+8.8%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

1.01%Expense ratio$101 · $2 a year on $10k · lower is better0.02%

8.73%Trailing 12-mo yield$873 · $105 a year on $10k1.05%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YRAM vs SPYM: Top 5 Holdings

Today

YRAM

33.9%in top 5

SPYM

in top 527.8%

YRAMStockSPYM

15.3%MUnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.2%WDCnot top 5

4.9%STXnot top 5

4.5%SNDKnot top 5

not top 5AMZN4.0%

4.0%Pnot top 5

not top 5GOOGL2.6%

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

YRAM vs SPYM Returns, Every Period

YieldMaxYRAM

[…]

past year

SPYMSPDR

+9.8%

past year

Returns […]

YRAMSPYMFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

YRAM vs SCHD

YTD

YieldMaxYRAM

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

8.7%Yield3.0%

$5.1MAssets$120B

1–0YRAM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YRAM, SPYM, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

YRAM1.01%$101

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

Yields: YRAM, SPYM, SCHD

8.73%highest, YRAM

FundTrailing yieldYield$10k

YRAM8.73%$873

SCHD3.00%$300

SPYM1.05%$105

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

Income After Fees on $10,000

$772most kept, YRAM

YRAM$873 − $101 = $772

SCHD$300 − $6 = $294

SPYM$105 − $2 = $103

KeptFee

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

Overlap: YRAM, SPYM, SCHD

Today

8.7%most shared, SPYM and SCHD

YRAMSPYMSCHD

YRAM—1.7%0.0%

SPYM1.7%—8.7%

SCHD0.0%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.6% vol

YRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

YRAMSCHD

[…]Year to date+31.4%

8.7%Yield3.0%

[…]Past year+37.0%

1.01%Fee0.06%

1–1level

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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