Compare · 2 funds side by side · dividends reinvested

AIRR and SPY

AIRRFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,885AIRR · best of the two

02 / 04

AIRR 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

First Trust RBA American Industrial RenaissanceTM ETFSectors · Industrials0.69%0.10%−7.8%−7.6%+24.0%+15.9%−32.0%29.6%$8.6B1.8

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: AIRR 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust RBA American Industrial RenaissanceTM ETF · $8.6B$20,885

AIRR

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AIRRMeasureSPY

−7.8%Year to dateJan 1 → Nov 5+8.3%

−7.6%1 yearTotal return+9.7%

+24.0%3 years · per year$10,000 became $19,074 · $18,174+22.0%

+15.9%5 years · per year$10,000 became $20,885 · $17,099+11.3%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

0.10%Trailing 12-mo yield$10 · $103 a year on $10k1.03%

−32.0%Worst dropSmaller is better−8.9%

29.6%VolatilityLower is calmer13.6%

AIRRSPY 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

AIRR vs SPY: Top 5 Holdings

Today

AIRR

18.3%in top 5

SPY

in top 527.7%

AIRRStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.2%NXTnot top 5

not top 5AMZN3.9%

3.6%CHRWnot top 5

3.6%OCnot top 5

3.4%HIInot top 5

3.4%HRInot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

AIRR vs SPY Returns, Every Period

First TrustAIRR

+15.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

AIRRSPYFaded: behind in that period

2–2Level

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

Sector vs Core: AIRR vs SPY

YTD

First TrustAIRR

−7.8%

SPYSPDR

+8.3%

−7.8%Year to date+8.3%

−32.0%Worst drop · 1Y−8.9%

29.6%Volatility · 1Y13.6%

0.1%Yield1.0%

$8.6BAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: AIRR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AIRR0.69%$69

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

Yields: AIRR, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

AIRR0.10%$10

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

AIRR$10 − $69 = −$59

KeptFee

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

Overlap: AIRR, SPY

Today

0.0%most shared, AIRR and SPY

AIRRSPY

AIRR—0.0%

SPY0.0%—

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

AIRRWorst drop−32.0%29.6% vol

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

Paid More vs Made More

YTD

SPYAIRR

+8.3%Year to date−7.8%

1.0%Yield0.1%

+9.7%Past year−7.6%

0.09%Fee0.69%

4–0SPY 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$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