Compare · 2 funds side by side · dividends reinvested

AFOS and SPY

AFOSARS×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

AFOS 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%$805B1.3

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.26%+15.1%+22.9%[…][…]−16.5%24.6%$286M1.7

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: AFOS 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $286M[…]

AFOS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

AFOSMeasureSPY

+15.1%Year to dateJan 1 → Nov 5+8.3%

+22.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.46%Expense ratio$46 · $9 a year on $10k · lower is better0.09%

0.26%Trailing 12-mo yield$26 · $103 a year on $10k1.03%

−16.5%Worst dropSmaller is better−8.9%

24.6%VolatilityLower is calmer13.6%

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

2–4SPY wins

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

More Ways to See the Pairs

AFOS vs SPY: Top 5 Holdings

Today

AFOS

21.5%in top 5

SPY

in top 527.7%

AFOSStockSPY

not top 5AAPL7.7%

4.3%NVDA7.3%

4.3%MSFT6.2%

4.6%NEMnot top 5

4.3%MPCnot top 5

4.0%GOOGL2.6%

not top 5AMZN3.9%

Held in common22.4%

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

AFOS vs SPY Returns, Every Period

ARSAFOS

+22.9%

past year

SPYSPDR

+9.7%

past year

AFOSSPYFaded: behind in that period

2–0AFOS wins

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

Unsorted vs Core: AFOS vs SPY

YTD

ARSAFOS

+15.1%

SPYSPDR

+8.3%

+15.1%Year to date+8.3%

−16.5%Worst drop · 1Y−8.9%

24.6%Volatility · 1Y13.6%

0.3%Yield1.0%

$286MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: AFOS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AFOS0.46%$46

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

Yields: AFOS, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

AFOS0.26%$26

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AFOS$26 − $46 = −$20

KeptFee

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

Overlap: AFOS, SPY

Today

22.4%most shared, AFOS and SPY

AFOSSPY

AFOS—22.4%

SPY22.4%—

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

Return vs Bumpiness: 2 ETFs

+22.9%AFOS, at 24.6% volatility

SPYWorst drop−8.9%13.6% vol

AFOSWorst drop−16.5%24.6% vol

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

Paid More vs Made More

YTD

SPYAFOS

+8.3%Year to date+15.1%

1.0%Yield0.3%

+9.7%Past year+22.9%

0.09%Fee0.46%

2–2level

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026