Compare · 3 funds side by side · dividends reinvested

BOUT, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

BOUT, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.1

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%$798B1.9

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.31%+10.4%+6.4%+12.8%+2.6%−18.1%22.2%$14M3.0

Rank among the three1st → 3rdFee, 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: BOUT 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$11,384

BOUT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

BOUTMeasureSPY

+10.4%Year to dateJan 1 → Nov 3+11.5%

+6.4%1 yearTotal return+11.8%

+12.8%3 years · per year$10,000 became $14,336 · $19,046+24.0%

+2.6%5 years · per year$10,000 became $11,384 · $17,688+12.1%

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

0.31%Trailing 12-mo yield$31 · $101 a year on $10k1.01%

−18.1%Worst dropSmaller is better−8.9%

22.2%VolatilityLower is calmer12.8%

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

0–8SPY wins

End-of-day Nov 3, 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 527.4%

BOUTStockSPY

not top 5NVDA7.8%

not top 5AAPL7.7%

7.5%COKEnot top 5

7.4%EGBNnot top 5

7.4%HASnot top 5

7.3%WMnot top 5

6.8%RNGnot top 5

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.5%

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

BOUT vs SPY Returns, Every Period

Capital ForceBOUT

+2.6%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

BOUTSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: BOUT vs SPYM

YTD

Capital ForceBOUT

+10.4%

SPYMSPDR

+11.5%

+10.4%Year to date+11.5%

−18.1%Worst drop · 1Y−8.9%

22.2%Volatility · 1Y12.7%

0.3%Yield1.0%

$14.1MAssets$185B

4–0SPYM wins

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

Cost, Income and Risk

Fees: BOUT, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BOUT0.80%$80

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

Yields: BOUT, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

BOUT0.31%$31

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

BOUT$31 − $80 = −$49

KeptFee

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

Overlap: BOUT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BOUTSPYMSPY

BOUT—0.5%0.5%

SPYM0.5%—99.9%

SPY0.5%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

BOUTWorst drop−18.1%22.2% vol

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

Paid More vs Made More

YTD

SPYMSPY

+11.5%Year to date+11.5%

1.0%Yield1.0%

+11.9%Past year+11.8%

0.02%Fee0.09%

2–0SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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