Compare · 2 funds side by side · dividends reinvested

ADME and SPY

ADMEAptus×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

ADME 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

Aptus Drawdown Managed Equity ETFUnsorted0.79%0.36%+9.4%+8.5%+18.3%+6.8%−7.5%11.4%$304M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ADME 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Drawdown Managed Equity ETF · $304M$13,887

ADME

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 75.2% in common

ADMEMeasureSPY

+9.4%Year to dateJan 1 → Nov 4+13.3%

+8.5%1 yearTotal return+13.4%

+18.3%3 years · per year$10,000 became $16,552 · $19,132+24.1%

+6.8%5 years · per year$10,000 became $13,887 · $18,060+12.6%

0.79%Expense ratio$79 · $9 a year on $10k · lower is better0.09%

0.36%Trailing 12-mo yield$36 · $99 a year on $10k0.99%

−7.5%Worst dropSmaller is better−8.9%

11.4%VolatilityLower is calmer12.9%

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

2–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ADME vs SPY: Top 5 Holdings

Today

ADME

29.2%in top 5

SPY

in top 527.3%

ADMEStockSPY

7.6%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

4.5%GOOGnot top 5

3.8%AMZN3.8%

not top 5GOOGL2.5%

Held in common75.2%

End-of-day Nov 4, 2026 · share of each fund

ADME vs SPY Returns, Every Period

AptusADME

+6.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

ADMESPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: ADME vs SPY

YTD

AptusADME

+9.4%

SPYSPDR

+13.3%

+9.4%Year to date+13.3%

−7.5%Worst drop · 1Y−8.9%

11.4%Volatility · 1Y12.9%

0.4%Yield1.0%

$304MAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ADME, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ADME0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ADME, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

ADME0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ADME$36 − $79 = −$43

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ADME, SPY

Today

75.2%most shared, ADME and SPY

ADMESPY

ADME—75.2%

SPY75.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

ADMEWorst drop−7.5%11.4% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYADME

+13.3%Year to date+9.4%

1.0%Yield0.4%

+13.4%Past year+8.5%

0.09%Fee0.79%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026