THLV vs SPYM5YTHLVTHLVAvsBSPYMSPYMTHOR Equal Weight Low Volatility ETF · $55MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+11.6%3 years · per year$13,917 · $18,024+21.7%[…]5 years · per year[…] · $17,408+11.7%Cost and income0.64%Expense ratio$64 · $2 on $10k · lower wins0.02%1.67%12-mo yield$167 · $102 on $10k1.02%Risk · 1 year−6.9%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
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%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2ATHLVTHOR Equal Weight Low Volatility ETFReadDesk0.64%1.67%−0.2%+6.1%+6.1%+11.6%new−6.9%$55MEnd-of-day Nov 12, 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%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$183.5B2ATHLVTHOR Equal Weight Low Volatility ETFReadDesk0.64%1.67%−0.2%+6.1%+6.1%+11.6%new−6.9%$55MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in THLV, SPYM5Y$10k startSPYM $17.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: THLV, SPYMToday0.0%most shared, THLV and SPYMTHLVSPYMTHLV—0.0%SPYM0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
THLV vs SPYM5YATHLVTHOR Equal Weight Low Volatility[…]vsSPYMBSPDR Portfolio S&P 500$17,408MeasureTHLVSPYMFee0.64%0.02%Cost on $10k a year$64$2Yield1.67%1.02%5 years, per year[…]+11.7%3 years, per year+11.6%+21.7%Worst drop · 1Y−6.9%−8.9%Volatility · 1Y10.2%
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: THLV, SPYMToday0.0%most shared, THLV and SPYMTHLVSPYMTHLV—0.0%SPYM0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, THLVTHLV$167 − $64 = $103SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee