SDMF vs SPY5YSDMFSDMFAvsBSPYSPYSimplify DBi CTA Managed Futures Index ETF · $52MState Street SPDR S&P 500 ETF · $807BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%0.74%12-mo yield$74 · $101 on $10k1.01%
Overlap: SDMF, SPY, SPYMToday99.9%most shared, SPY and SPYMSDMFSPYSPYMSDMF—[…][…]SPY[…]—99.9%SPYM[…]99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SDMF vs SPY5YASDMFSimplify DBi CTA Managed Futures Index[…]vsSPYBSPDR S&P 500$17,214MeasureSDMFSPYFee0.21%0.09%Cost on $10k a year$21$9Yield0.74%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y[…]−8.9%Volatility · 1Y[…]13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ASDMFSimplify DBi CTA Managed Futures Index ETFReadDesk0.21%0.74%+0.4%newnewnewnew[…]$52MEnd-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▲▼1SPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ASDMFSimplify DBi CTA Managed Futures Index ETFReadDesk0.21%0.74%+0.4%newnewnewnew[…]$52MEnd-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$109B2–0SCHD 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%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: SDMF, SPY, SPYMToday99.9%most shared, SPY and SPYMSDMFSPYSPYMSDMF—[…][…]SPY[…]—99.9%SPYM[…]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 = $92SDMF$74 − $21 = $53KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee