Compare · 2 funds side by side · dividends reinvested

BOBP and SPY

BOBPCORE16×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

BOBP 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

CORE16 Best of Breed Premier Index ETFUnsorted0.70%3.13%+5.7%+5.3%[…][…]−20.0%24.8%$854K1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: BOBP 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

CORE16 Best of Breed Premier Index ETF · $854K[…]

BOBP

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 25.4% in common

BOBPMeasureSPY

+5.7%Year to dateJan 1 → Nov 6+8.7%

+5.3%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

3.13%Trailing 12-mo yield$313 · $103 a year on $10k1.03%

−20.0%Worst dropSmaller is better−8.9%

24.8%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

BOBP vs SPY: Top 5 Holdings

Today

BOBP

22.6%in top 5

SPY

in top 527.8%

BOBPStockSPY

10.4%BILnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.3%KOnot top 5

3.1%COFnot top 5

3.0%WMnot top 5

2.8%MUnot top 5

not top 5GOOGL2.6%

Held in common25.4%

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

BOBP vs SPY Returns, Every Period

CORE16BOBP

+5.3%

past year

SPYSPDR

+9.7%

past year

BOBPSPYFaded: behind in that period

0–2SPY wins

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

Unsorted vs Core: BOBP vs SPY

YTD

CORE16BOBP

+5.7%

SPYSPDR

+8.7%

+5.7%Year to date+8.7%

−20.0%Worst drop · 1Y−8.9%

24.8%Volatility · 1Y13.6%

3.1%Yield1.0%

$854KAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: BOBP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BOBP0.70%$70

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

Yields: BOBP, SPY

3.13%highest, BOBP

FundTrailing yieldYield$10k

BOBP3.13%$313

SPY1.03%$103

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

Income After Fees on $10,000

$243most kept, BOBP

BOBP$313 − $70 = $243

SPY$103 − $9 = $94

KeptFee

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

Overlap: BOBP, SPY

Today

25.4%most shared, BOBP and SPY

BOBPSPY

BOBP—25.4%

SPY25.4%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

BOBPWorst drop−20.0%24.8% vol

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

Paid More vs Made More

YTD

BOBPSPY

+5.7%Year to date+8.7%

3.1%Yield1.0%

+5.3%Past year+9.7%

0.70%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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