Compare · 2 funds side by side · dividends reinvested

APUE and SPY

APUEActivePassive×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

APUE 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%$805B1.4

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.73%+13.7%+14.6%+24.0%[…]−9.0%12.8%$2.5B1.6

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: APUE 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

SPY

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

$10,000 five years ago, dividends reinvested · they hold 85.2% in common

APUEMeasureSPY

+13.7%Year to dateJan 1 → Nov 4+13.3%

+14.6%1 yearTotal return+13.4%

+24.0%3 years · per year$10,000 became $19,058 · $19,132+24.1%

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

0.31%Expense ratio$31 · $9 a year on $10k · lower is better0.09%

0.73%Trailing 12-mo yield$73 · $99 a year on $10k0.99%

−9.0%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

APUE vs SPY: Top 5 Holdings

Today

APUE

26.8%in top 5

SPY

in top 527.3%

APUEStockSPY

6.6%NVDA7.7%

6.8%AAPL7.4%

5.4%MSFT5.9%

4.5%DFASnot top 5

3.4%AMZN3.8%

not top 5GOOGL2.5%

Held in common85.2%

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

APUE vs SPY Returns, Every Period

ActivePassiveAPUE

+14.6%

past year

SPYSPDR

+13.4%

past year

APUESPYFaded: behind in that period

2–1APUE wins

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

Stocks vs Core: APUE vs SPY

YTD

ActivePassiveAPUE

+13.7%

SPYSPDR

+13.3%

+13.7%Year to date+13.3%

−9.0%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y12.9%

0.7%Yield1.0%

$2.5BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: APUE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

APUE0.31%$31

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

Yields: APUE, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

APUE0.73%$73

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

APUE$73 − $31 = $42

KeptFee

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

Overlap: APUE, SPY

Today

85.2%most shared, APUE and SPY

APUESPY

APUE—85.2%

SPY85.2%—

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

Return vs Bumpiness: 2 ETFs

+14.6%APUE, at 12.8% volatility

APUEWorst drop−9.0%12.8% 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

SPYAPUE

+13.3%Year to date+13.7%

1.0%Yield0.7%

+13.4%Past year+14.6%

0.09%Fee0.31%

2–2level

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