SPSM vs SPYM

ASPSM

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.50%SPSM · $150 on $10k

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

Held in common0.0%SPSM and SPYM

SPSM

SPYM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+19.1%3 years · per year$16,884 · $19,092+24.1%

+6.2%5 years · per year$13,514 · $17,749+12.2%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.50%12-mo yield$150 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPSM · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.50%	−0.3%	+18.4%	+21.4%	+19.1%	+6.2%	−9.6%	$16.1B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.50%	−0.3%	+18.4%	+21.4%	+19.1%	+6.2%	−9.6%	$16.1B

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

Cards for this view

SPSM vs SPYM

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,514

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSPSMSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.50%1.03%

5 years, per year+6.2%+12.2%

3 years, per year+19.1%+24.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y15.7%12.7%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPSM, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SPSMSPYMSPY

SPSM—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, SPSM

SPSM$150 − $3 = $147

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee