Compare · 3 funds side by side · dividends reinvested

AUSF, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,640AUSF · best of the three

02 / 04

AUSF, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Adaptive U.S. Factor ETFUS Stock Styles · Large cap0.27%3.15%+10.4%+14.4%+19.9%+13.3%−7.0%11.7%$1.3B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AUSF 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Adaptive U.S. Factor ETF · $1.3B$18,640

AUSF

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 23.4% in common

AUSFMeasureSPYM

+10.4%Year to dateJan 1 → Nov 6+8.8%

+14.4%1 yearTotal return+9.8%

+19.9%3 years · per year$10,000 became $17,227 · $18,082+21.8%

+13.3%5 years · per year$10,000 became $18,640 · $17,192+11.4%

0.27%Expense ratio$27 · $2 a year on $10k · lower is better0.02%

3.15%Trailing 12-mo yield$315 · $105 a year on $10k1.05%

−7.0%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

6–2AUSF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AUSF vs SPYM: Top 5 Holdings

Today

AUSF

11.6%in top 5

SPYM

in top 527.8%

AUSFStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.6%MRKnot top 5

2.6%XOMnot top 5

2.3%AMDnot top 5

2.2%MUnot top 5

1.9%SNDKnot top 5

Held in common23.4%

End-of-day Nov 6, 2026 · share of each fund

AUSF vs SPYM Returns, Every Period

Global XAUSF

+13.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

AUSFSPYMFaded: behind in that period

3–1AUSF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AUSF vs SPYM

YTD

Global XAUSF

+10.4%

SPYMSPDR

+8.8%

+10.4%Year to date+8.8%

−7.0%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

3.2%Yield1.1%

$1.3BAssets$182B

4–0AUSF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AUSF, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AUSF0.27%$27

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AUSF, SPYM, SPY

3.15%highest, AUSF

FundTrailing yieldYield$10k

AUSF3.15%$315

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$288most kept, AUSF

AUSF$315 − $27 = $288

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AUSF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AUSFSPYMSPY

AUSF—23.4%23.4%

SPYM23.4%—99.9%

SPY23.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.4%AUSF, at 11.7% volatility

AUSFWorst drop−7.0%11.7% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AUSFSPYM

+10.4%Year to date+8.8%

3.2%Yield1.1%

+14.4%Past year+9.8%

0.27%Fee0.02%

3–1AUSF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026