TAFM vs SPYM

ATAFM

BSPYM

Measures won3–1TAFM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income3.69%TAFM · $369 on $10k

Smallest drop−6.6%TAFM · worst fall in 1Y

Held in common[…]TAFM and SPYM

TAFM

SPYM

Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

3.69%12-mo yield$369 · $103 on $10k1.03%

−6.6%

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.69%	−0.4%	+0.9%	+1.1%	new	new	−6.6%	$1.2B

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.69%	−0.4%	+0.9%	+1.1%	new	new	−6.6%	$1.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAFM vs SPYM

TAFM

Alliance Bernstein - AB Tax-Aware Intermediate Municipal

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureTAFMSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield3.69%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y3.7%

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TAFM vs SPYM

Both

Both

$10,000 in TAFM, SPYM

Overlap: TAFM, SPYM

TAFM vs SPYM

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Overlap: TAFM, SPYM

Income After Fees on $10,000