Compare · 2 funds side by side · dividends reinvested

BEEX and SPY

BEEXCannell & Spears×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

BEEX 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%$805B1.1

Tidal Trust III - The BeeHive ETFUnsorted0.84%0.32%+8.7%+10.0%[…][…]−11.2%12.0%$190M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: BEEX 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust III - The BeeHive ETF · $190M[…]

BEEX

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 26.7% in common

BEEXMeasureSPY

+8.7%Year to dateJan 1 → Nov 5+13.3%

+10.0%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%

0.84%Expense ratio$84 · $9 a year on $10k · lower is better0.09%

0.32%Trailing 12-mo yield$32 · $99 a year on $10k0.99%

−11.2%Worst dropSmaller is better−8.9%

12.0%VolatilityLower is calmer12.9%

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

1–5SPY wins

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

More Ways to See the Pairs

BEEX vs SPY: Top 5 Holdings

Today

BEEX

25.8%in top 5

SPY

in top 527.7%

BEEXStockSPY

4.9%AAPL7.7%

not top 5NVDA7.3%

6.9%AMZN3.9%

5.8%MSFT6.2%

4.3%GOOGnot top 5

4.0%TXNnot top 5

not top 5GOOGL2.6%

Held in common26.7%

End-of-day Nov 5, 2026 · share of each fund

BEEX vs SPY Returns, Every Period

Cannell & SpearsBEEX

+10.0%

past year

SPYSPDR

+13.4%

past year

BEEXSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: BEEX vs SPY

YTD

Cannell & SpearsBEEX

+8.7%

SPYSPDR

+13.3%

+8.7%Year to date+13.3%

−11.2%Worst drop · 1Y−8.9%

12.0%Volatility · 1Y12.9%

0.3%Yield1.0%

$190MAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BEEX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BEEX0.84%$84

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BEEX, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

BEEX0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

BEEX$32 − $84 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BEEX, SPY

Today

26.7%most shared, BEEX and SPY

BEEXSPY

BEEX—26.7%

SPY26.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

BEEXWorst drop−11.2%12.0% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYBEEX

+13.3%Year to date+8.7%

1.0%Yield0.3%

+13.4%Past year+10.0%

0.09%Fee0.84%

4–0SPY wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026