Compare · 2 funds side by side · dividends reinvested

APOC and SPY

APOCInnovator×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

APOC 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

Innovator Equity Defined Protection ETF - 6mo Apr/OctUnsorted0.79%0.00%+2.1%+2.7%[…][…]−3.4%2.7%$86M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: APOC 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Equity Defined Protection ETF - 6mo Apr/Oct · $86M[…]

APOC

SPY

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

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

APOCMeasureSPY

+2.1%Year to dateJan 1 → Nov 4+13.3%

+2.7%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

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

0.00%Trailing 12-mo yield$0 · $99 a year on $10k0.99%

−3.4%Worst dropSmaller is better−8.9%

2.7%VolatilityLower is calmer12.9%

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

2–4SPY wins

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

More Ways to See the Pairs

APOC vs SPY: Top 5 Holdings

Today

APOC

98.0%in top 5

SPY

in top 527.3%

APOCStockSPY

98.0%VOOnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

APOC vs SPY Returns, Every Period

InnovatorAPOC

+2.7%

past year

SPYSPDR

+13.4%

past year

APOCSPYFaded: behind in that period

0–2SPY wins

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

Unsorted vs Core: APOC vs SPY

YTD

InnovatorAPOC

+2.1%

SPYSPDR

+13.3%

+2.1%Year to date+13.3%

−3.4%Worst drop · 1Y−8.9%

2.7%Volatility · 1Y12.9%

0.0%Yield1.0%

$85.5MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: APOC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

APOC0.79%$79

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

Yields: APOC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

APOC0.00%$0

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

APOC$0 − $79 = −$79

KeptFee

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

Overlap: APOC, SPY

Today

0.0%most shared, APOC and SPY

APOCSPY

APOC—0.0%

SPY0.0%—

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

APOCWorst drop−3.4%2.7% 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

SPYAPOC

+13.3%Year to date+2.1%

1.0%Yield0.0%

+13.4%Past year+2.7%

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