RMCA vs SPYM5YRMCARMCAAvsBSPYMSPYMRockefeller California Municipal Bond ETF · $19MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in[…]3 years · per year[…] · $18,134+21.9%[…]5 years · per year[…] · $17,537+11.9%Cost and income0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%4.40%12-mo yield$440 · $102 on $10k1.02%Risk · 1 year−7.7%End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 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%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2ARMCARockefeller California Municipal Bond ETFReadDesk0.55%4.40%+0.2%+1.2%+1.0%newnew−7.7%$19MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 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%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2ARMCARockefeller California Municipal Bond ETFReadDesk0.55%4.40%+0.2%+1.2%+1.0%newnew−7.7%$19MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in RMCA, SPYM5Y$10k startSPYM $17.5kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: RMCA, SPYMToday[…]holdings […]RMCASPYMRMCA—[…]SPYM[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
RMCA vs SPYM5YARMCARockefeller California Municipal Bond[…]vsSPYMBSPDR Portfolio S&P 500$17,537MeasureRMCASPYMFee0.55%0.02%Cost on $10k a year$55$2Yield4.40%1.02%5 years, per year[…]+11.9%3 years, per year[…]+21.9%Worst drop · 1Y−7.7%−8.9%Volatility · 1Y4.5%
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: RMCA, SPYMToday[…]holdings […]RMCASPYMRMCA—[…]SPYM[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$385most kept, RMCARMCA$440 − $55 = $385SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee