EGGQ vs SPYM
NestYield Visionary ETF vs State Street SPDR Portfolio S&P 500 ETF
Which is better, EGGQ or SPYM?
SPYM has been ahead.
SPYM has a lower expense ratio. SPYM led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EGGQ | SPYM |
|---|---|---|
| Expense Ratio | 0.93% | 0.02%Best |
| AUM | $60M | $178.8B |
| Dividend Yield | 10.66% | 1.02% |
| Holdings | 70 | 1,017 |
| YTD Return | -10.06% | +11.75%Best |
| 1Y Return | -11.92% | +12.10%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +11.70% |
| Volatility (annualized) | 38.1% | 12.2%Best |
| Max Drawdown | -46.6% | -18.7%Best |
| $10,000 over 1.9 years | $11,167 | $13,206Best |
| Fund Family | NestYield | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 26, 2024 | Nov 8, 2005 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 30, 2024 to Nov 12, 2026 (1.9 years).
EGGQ vs SPYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
EGGQ vs SPYM Performance
NestYield Visionary ETF (EGGQ) is an ETF from NestYield and State Street SPDR Portfolio S&P 500 ETF (SPYM) is an ETF from State Street Investment Management. Over the past year EGGQ returned -11.92% while SPYM returned +12.10%. Year to date, EGGQ is down 10.06% versus a gain of 11.75% for SPYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 38.1% compared with 12.2% for SPYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -46.6% for EGGQ and -18.7% for SPYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EGGQ charges 0.93% per year while SPYM charges 0.02%. On a $10,000 position that is $93 vs $2 annually, a gap of $91 per year that compounds over a long holding period. On income, EGGQ currently yields 10.66% against 1.02% for SPYM.
You are not choosing between two funds in isolation.
Whichever of EGGQ and SPYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EGGQ or SPYM?
EGGQ has an expense ratio of 0.93% while SPYM charges 0.02%. SPYM is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, EGGQ or SPYM?
Over the past year EGGQ returned -11.92% vs +12.10% for SPYM, so SPYM leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +5.98% vs +15.76% for SPYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EGGQ or SPYM?
EGGQ has been the more volatile fund at 38.1% annualized versus 12.2% for SPYM. Worst drawdown: EGGQ -46.6% vs SPYM -18.7%.
Should I hold both EGGQ and SPYM?
EGGQ and SPYM have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, EGGQ or SPYM?
EGGQ yields 10.66% while SPYM yields 1.02%, so EGGQ currently pays the higher dividend yield.
Is SPYM better than EGGQ?
SPYM has a lower expense ratio. SPYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.