Compare · 2 funds side by side · dividends reinvested

BPH and SPY

BPHADR hedged×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

BPH 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.4

BP p.l.c. ADRhedgedUnsorted0.19%2.38%+33.3%+29.1%[…][…]−22.0%29.8%$2M1.5

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: BPH 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

BP p.l.c. ADRhedged · $2M[…]

BPH

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BPHMeasureSPY

+33.3%Year to dateJan 1 → Nov 5+8.3%

+29.1%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.19%Expense ratio$19 · $9 a year on $10k · lower is better0.09%

2.38%Trailing 12-mo yield$238 · $103 a year on $10k1.03%

−22.0%Worst dropSmaller is better−8.9%

29.8%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

BPH vs SPY: Top 5 Holdings

Today

BPH

96.4%in top 5

SPY

in top 527.7%

BPHStockSPY

96.4%BPnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

BPH vs SPY Returns, Every Period

ADR hedgedBPH

+29.1%

past year

SPYSPDR

+9.7%

past year

BPHSPYFaded: behind in that period

2–0BPH wins

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

Unsorted vs Core: BPH vs SPY

YTD

ADR hedgedBPH

+33.3%

SPYSPDR

+8.3%

+33.3%Year to date+8.3%

−22.0%Worst drop · 1Y−8.9%

29.8%Volatility · 1Y13.6%

2.4%Yield1.0%

$2.1MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: BPH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BPH0.19%$19

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

Yields: BPH, SPY

2.38%highest, BPH

FundTrailing yieldYield$10k

BPH2.38%$238

SPY1.03%$103

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

Income After Fees on $10,000

$219most kept, BPH

BPH$238 − $19 = $219

SPY$103 − $9 = $94

KeptFee

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

Overlap: BPH, SPY

Today

0.0%most shared, BPH and SPY

BPHSPY

BPH—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+29.1%BPH, at 29.8% volatility

SPYWorst drop−8.9%13.6% vol

BPHWorst drop−22.0%29.8% vol

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

Paid More vs Made More

YTD

BPHSPY

+33.3%Year to date+8.3%

2.4%Yield1.0%

+29.1%Past year+9.7%

0.19%Fee0.09%

3–1BPH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026