Compare · 3 funds side by side · dividends reinvested

ZVOL, 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

ZVOL, 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%$182B1.5

Volatility Shares Trust - Volatility Premium Plus ETFUnsorted1.42%79.84%+18.7%+27.9%+12.9%[…]−16.5%17.5%$22M2.1

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%$805B2.3

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: ZVOL 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Volatility Shares Trust - Volatility Premium Plus ETF · $22M[…]

ZVOL

SPYM

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

$10,000 five years ago, dividends reinvested

ZVOLMeasureSPYM

+18.7%Year to dateJan 1 → Nov 4+13.4%

+27.9%1 yearTotal return+13.5%

+12.9%3 years · per year$10,000 became $14,407 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

1.42%Expense ratio$142 · $2 a year on $10k · lower is better0.02%

79.84%Trailing 12-mo yield$7,984 · $101 a year on $10k1.01%

−16.5%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer12.8%

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

3–4SPYM wins

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

More Ways to See the Pairs

ZVOL vs SPYM: Top 5 Holdings

Today

ZVOL

[…]in top 5

SPYM

in top 527.3%

ZVOLStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

ZVOL vs SPYM Returns, Every Period

Volatility SharesZVOL

+27.9%

past year

SPYMSPDR

+13.5%

past year

ZVOLSPYMFaded: behind in that period

2–1ZVOL wins

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

Unsorted vs Core: ZVOL vs SPYM

YTD

Volatility SharesZVOL

+18.7%

SPYMSPDR

+13.4%

+18.7%Year to date+13.4%

−16.5%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y12.8%

79.8%Yield1.0%

$22.0MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: ZVOL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ZVOL1.42%$142

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

Yields: ZVOL, SPYM, SPY

79.84%highest, ZVOL

FundTrailing yieldYield$10k

ZVOL79.84%$7,984

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$7,842most kept, ZVOL

ZVOL$7,984 − $142 = $7,842

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: ZVOL, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ZVOLSPYMSPY

ZVOL—[…][…]

SPYM[…]—99.8%

SPY[…]99.8%—

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

Return vs Bumpiness: 3 ETFs

+27.9%ZVOL, at 17.5% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

ZVOLWorst drop−16.5%17.5% vol

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

Paid More vs Made More

YTD

ZVOLSPYM

+18.7%Year to date+13.4%

79.8%Yield1.0%

+27.9%Past year+13.5%

1.42%Fee0.02%

3–1ZVOL 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