Compare · 2 funds side by side · dividends reinvested

BCUS and SPY

BCUSBancreek×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

BCUS 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%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.0

Bancreek U.S. Large Cap ETFUS Stock Styles · Large cap0.80%0.11%+0.1%+0.4%[…][…]−15.0%18.4%$140M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BCUS 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Bancreek U.S. Large Cap ETF · $140M[…]

BCUS

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

BCUSMeasureSPY

+0.1%Year to dateJan 1 → Nov 3+11.5%

+0.4%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

0.11%Trailing 12-mo yield$11 · $101 a year on $10k1.01%

−15.0%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer12.8%

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

0–6SPY wins

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

More Ways to See the Pairs

BCUS vs SPY: Top 5 Holdings

Today

BCUS

20.9%in top 5

SPY

in top 527.4%

BCUSStockSPY

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.5%VRTnot top 5

4.4%AMRXnot top 5

4.1%IDCCnot top 5

4.0%HWMnot top 5

4.0%AVGOnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common13.2%

End-of-day Nov 3, 2026 · share of each fund

BCUS vs SPY Returns, Every Period

BancreekBCUS

+0.4%

past year

SPYSPDR

+11.8%

past year

BCUSSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BCUS vs SPY

YTD

BancreekBCUS

+0.1%

SPYSPDR

+11.5%

+0.1%Year to date+11.5%

−15.0%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y12.8%

0.1%Yield1.0%

$140MAssets$798B

4–0SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCUS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BCUS0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BCUS, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

BCUS0.11%$11

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

BCUS$11 − $80 = −$69

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BCUS, SPY

Today

13.2%most shared, BCUS and SPY

BCUSSPY

BCUS—13.2%

SPY13.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

BCUSWorst drop−15.0%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYBCUS

+11.5%Year to date+0.1%

1.0%Yield0.1%

+11.8%Past year+0.4%

0.09%Fee0.80%

4–0SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026