Compare · 2 funds side by side · dividends reinvested

BOUT and SPY

BOUTCapital Force×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

BOUT 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%$819B1.0

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.32%+6.7%+4.6%+10.7%+1.9%−20.8%22.4%$14M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$10,987

BOUT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

BOUTMeasureSPY

+6.7%Year to dateJan 1 → Nov 6+8.7%

+4.6%1 yearTotal return+9.7%

+10.7%3 years · per year$10,000 became $13,577 · $18,039+21.7%

+1.9%5 years · per year$10,000 became $10,987 · $17,118+11.3%

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

0.32%Trailing 12-mo yield$32 · $103 a year on $10k1.03%

−20.8%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer13.6%

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

0–8SPY wins

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

More Ways to See the Pairs

BOUT vs SPY: Top 5 Holdings

Today

BOUT

36.4%in top 5

SPY

in top 527.8%

BOUTStockSPY

not top 5AAPL7.9%

7.5%CROXnot top 5

7.4%COKEnot top 5

7.4%EGBNnot top 5

7.4%HASnot top 5

not top 5NVDA6.9%

6.7%RNGnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.2%

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

BOUT vs SPY Returns, Every Period

Capital ForceBOUT

+1.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BOUTSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: BOUT vs SPY

YTD

Capital ForceBOUT

+6.7%

SPYSPDR

+8.7%

+6.7%Year to date+8.7%

−20.8%Worst drop · 1Y−8.9%

22.4%Volatility · 1Y13.6%

0.3%Yield1.0%

$13.7MAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: BOUT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BOUT0.80%$80

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

Yields: BOUT, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

BOUT0.32%$32

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

BOUT$32 − $80 = −$48

KeptFee

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

Overlap: BOUT, SPY

Today

0.2%most shared, BOUT and SPY

BOUTSPY

BOUT—0.2%

SPY0.2%—

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

BOUTWorst drop−20.8%22.4% vol

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

Paid More vs Made More

YTD

SPYBOUT

+8.7%Year to date+6.7%

1.0%Yield0.3%

+9.7%Past year+4.6%

0.09%Fee0.80%

4–0SPY 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