Compare · 2 funds side by side · dividends reinvested

ABOT and SPY

ABOTAbacus×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

ABOT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.3

Abacus FCF Innovation Leaders ETFThematic · Disruptive tech0.59%0.27%+9.9%+7.8%+22.3%+9.1%−20.6%21.0%$5M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ABOT 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Abacus FCF Innovation Leaders ETF · $5M$15,430

ABOT

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

ABOTMeasureSPY

+9.9%Year to dateJan 1 → Nov 5+8.3%

+7.8%1 yearTotal return+9.7%

+22.3%3 years · per year$10,000 became $18,301 · $18,174+22.0%

+9.1%5 years · per year$10,000 became $15,430 · $17,099+11.3%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

0.27%Trailing 12-mo yield$27 · $103 a year on $10k1.03%

−20.6%Worst dropSmaller is better−8.9%

21.0%VolatilityLower is calmer13.6%

ABOTSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABOT vs SPY: Top 5 Holdings

Today

ABOT

19.9%in top 5

SPY

in top 527.7%

ABOTStockSPY

5.2%AAPL7.7%

4.4%NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.8%AVGOnot top 5

3.4%ABBVnot top 5

3.2%GILDnot top 5

not top 5GOOGL2.6%

Held in common15.5%

End-of-day Nov 5, 2026 · share of each fund

ABOT vs SPY Returns, Every Period

AbacusABOT

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ABOTSPYFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Core: ABOT vs SPY

YTD

AbacusABOT

+9.9%

SPYSPDR

+8.3%

+9.9%Year to date+8.3%

−20.6%Worst drop · 1Y−8.9%

21.0%Volatility · 1Y13.6%

0.3%Yield1.0%

$4.5MAssets$819B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABOT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ABOT0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ABOT, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

ABOT0.27%$27

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ABOT$27 − $59 = −$32

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ABOT, SPY

Today

15.5%most shared, ABOT and SPY

ABOTSPY

ABOT—15.5%

SPY15.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

ABOTWorst drop−20.6%21.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYABOT

+8.3%Year to date+9.9%

1.0%Yield0.3%

+9.7%Past year+7.8%

0.09%Fee0.59%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026