TOTR vs SPYM

ATOTR

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · TOTR $9,844

Lowest cost0.02%SPYM · $2 on $10k

Most income5.34%TOTR · $534 on $10k

Smallest drop−4.5%TOTR · worst fall in 1Y

Held in common0.0%TOTR and SPYM

TOTR

SPYM

T. Rowe Price Total Return ETF · $536MState Street SPDR Portfolio S&P 500 ETF · $179B

+5.5%3 years · per year$11,753 · $18,163+22.0%

−0.3%5 years · per year$9,844 · $17,555+11.9%

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

5.34%12-mo yield$534 · $103 on $10k1.03%

−4.5%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTOTR · SPYM

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

Held in common0.0%

End-of-day Nov 9, 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%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ATOTR	T. Rowe Price Total Return ETFRead Desk		0.31%	5.34%	+0.1%	0.0%	+0.3%	+5.5%	−0.3%	−4.5%	$536M

End-of-day Nov 9, 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%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ATOTR	T. Rowe Price Total Return ETFRead Desk		0.31%	5.34%	+0.1%	0.0%	+0.3%	+5.5%	−0.3%	−4.5%	$536M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TOTR vs SPYM

TOTR

T. Rowe Price Total Return

$9,844

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureTOTRSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield5.34%1.03%

5 years, per year−0.3%+11.9%

3 years, per year+5.5%+22.0%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y3.9%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TOTR, SPYM

Today

0.0%most shared, TOTR and SPYM

TOTRSPYM

TOTR—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$503most kept, TOTR

TOTR$534 − $31 = $503

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee