SGRT vs SPYM

ASGRT

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common10.0%SGRT and SPYM

SGRT

SPYM

SMART Earnings Growth 30 ETF · $58MState Street SPDR Portfolio S&P 500 ETF · $186B

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

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

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

0.14%12-mo yield$14 · $102 on $10k1.02%

−29.0%Worst dropSmaller wins

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%	$186.1B
2	ASGRT	SMART Earnings Growth 30 ETFRead Desk		0.59%	0.14%	+0.2%	+18.0%	+19.9%	new	new	−29.0%	$58M

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%	$186.1B
2	ASGRT	SMART Earnings Growth 30 ETFRead Desk		0.59%	0.14%	+0.2%	+18.0%	+19.9%	new	new	−29.0%	$58M

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

SGRT vs SPYM

SGRT

SMART Earnings Growth 30

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureSGRTSPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield0.14%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−29.0%−8.9%

Volatility · 1Y39.9%13.7%

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SGRT vs SPYM

Both

Both

$10,000 in SGRT, SPYM

Overlap: SGRT, SPYM

SGRT vs SPYM

SPYM vs SPY

SCHD vs VIG

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Overlap: SGRT, SPYM

Income After Fees on $10,000