THMZ vs SPYM5YTHMZTHMZAvsBSPYMSPYMLazard Equity Megatrends ETF · $55MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in[…]3 years · per year[…] · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%0.40%12-mo yield$40 · $103 on $10k1.03%
Overlap: THMZ, SPYM, IVVToday99.9%most shared, SPYM and IVVTHMZSPYMIVVTHMZ—29.5%29.5%SPYM29.5%—99.9%IVV29.5%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
THMZ vs SPYM5YATHMZLazard Equity Megatrends[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureTHMZSPYMFee0.60%0.02%Cost on $10k a year$60$2Yield0.40%1.03%5 years, per year[…]+11.6%3 years, per year[…]+21.5%Worst drop · 1Y−16.0%−8.9%Volatility · 1Y18.2%13.7%
All Three5Y3 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%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3ATHMZLazard Equity Megatrends ETFReadDesk0.60%0.40%−0.3%+4.1%+4.6%newnew−16.0%$55MEnd-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▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$186.1B2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B3ATHMZLazard Equity Megatrends ETFReadDesk0.60%0.40%−0.3%+4.1%+4.6%newnew−16.0%$55MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
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
Overlap: THMZ, SPYM, IVVToday99.9%most shared, SPYM and IVVTHMZSPYMIVVTHMZ—29.5%29.5%SPYM29.5%—99.9%IVV29.5%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPYM$103 − $2 = $101THMZ$40 − $60 = −$20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee