Compare · 2 funds side by side · dividends reinvested

AVGW and SPY

AVGWRoundhill×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

AVGW 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%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.1

Roundhill Investments - AVGO WeeklyPay ETFUnsorted1.00%79.29%−13.3%−17.2%[…][…]−46.3%57.7%$38M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: AVGW 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - AVGO WeeklyPay ETF · $38M[…]

AVGW

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

AVGWMeasureSPY

−13.3%Year to dateJan 1 → Nov 9+11.2%

−17.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

79.29%Trailing 12-mo yield$7,929 · $101 a year on $10k1.01%

−46.3%Worst dropSmaller is better−8.9%

57.7%VolatilityLower is calmer13.7%

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

1–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVGW vs SPY: Top 5 Holdings

Today

AVGW

135.9%in top 5

SPY

in top 527.8%

AVGWStockSPY

105.6%912797VAnot top 5

20.5%AVGOnot top 5

9.8%FGXXXnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common2.2%

End-of-day Nov 9, 2026 · share of each fund

AVGW vs SPY Returns, Every Period

RoundhillAVGW

−17.2%

past year

SPYSPDR

+13.5%

past year

AVGWSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: AVGW vs SPY

YTD

RoundhillAVGW

−13.3%

SPYSPDR

+11.2%

−13.3%Year to date+11.2%

−46.3%Worst drop · 1Y−8.9%

57.7%Volatility · 1Y13.7%

79.3%Yield1.0%

$38.1MAssets$778B

3–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVGW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

AVGW1.00%$100

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AVGW, SPY

79.29%highest, AVGW

FundTrailing yieldYield$10k

AVGW79.29%$7,929

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$7,829most kept, AVGW

AVGW$7,929 − $100 = $7,829

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AVGW, SPY

Today

2.2%most shared, AVGW and SPY

AVGWSPY

AVGW—2.2%

SPY2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

AVGWWorst drop−46.3%57.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AVGWSPY

−13.3%Year to date+11.2%

79.3%Yield1.0%

−17.2%Past year+13.5%

1.00%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026