RJMI vs SPYM

ARJMI

BSPYM

Measures won3–1RJMI wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income3.31%RJMI · $331 on $10k

Smallest drop−7.1%RJMI · worst fall in 1Y

Held in common[…]RJMI and SPYM

RJMI

SPYM

RJ Eagle Municipal Income ETF · $46MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.41%Expense ratio$41 · $2 on $10k · lower wins0.02%

3.31%12-mo yield$331 · $102 on $10k1.02%

−7.1%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	ARJMI	RJ Eagle Municipal Income ETFRead Desk		0.41%	3.31%	−0.6%	−0.2%	+0.3%	new	new	−7.1%	$46M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	ARJMI	RJ Eagle Municipal Income ETFRead Desk		0.41%	3.31%	−0.6%	−0.2%	+0.3%	new	new	−7.1%	$46M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RJMI vs SPYM

RJMI

RJ Eagle Municipal Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureRJMISPYM

Fee0.41%0.02%

Cost on $10k a year$41$2

Yield3.31%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y3.9%

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RJMI vs SPYM

Both

Both

$10,000 in RJMI, SPYM

Overlap: RJMI, SPYM

RJMI vs SPYM

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Overlap: RJMI, SPYM

Income After Fees on $10,000