APUE vs SPYM5YAPUEAPUEAvsBSPYMSPYMActivePassive U.S. Equity ETF · $2.5BState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+21.3%3 years · per year$17,842 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%0.74%12-mo yield$74 · $103 on $10k
Overlap: APUE, SPYM, SPYToday99.9%most shared, SPYM and SPYAPUESPYMSPYAPUE—84.5%84.5%SPYM84.5%—99.9%SPY84.5%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
APUE vs SPYM5YAAPUEActivePassive U.S. Equity[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureAPUESPYMFee0.31%0.02%Cost on $10k a year$31$2Yield0.74%1.03%5 years, per year[…]+11.6%3 years, per year+21.3%+21.5%Worst drop · 1Y−9.0%−8.9%Volatility · 1Y13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AAPUEActivePassive U.S. Equity ETFReadDesk0.31%0.74%−0.3%+11.9%+12.6%+21.3%new−9.0%$2.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AAPUEActivePassive U.S. Equity ETFReadDesk0.31%0.74%−0.3%+11.9%+12.6%+21.3%new−9.0%$2.5BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: APUE, SPYM, SPYToday99.9%most shared, SPYM and SPYAPUESPYMSPYAPUE—84.5%84.5%SPYM84.5%—99.9%SPY84.5%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$101most kept, SPYMSPYM$103 − $2 = $101SPY$101 − $9 = $92APUE$74 − $31 = $43KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee