Compare · 2 funds side by side · dividends reinvested

CLUB and SPY

CLUBBillionaires×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 03

CLUB 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.0

Billionaires Club ETFUnsorted0.85%0.08%[…][…][…][…][…][…]$12M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: CLUB 2026 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Billionaires Club ETF · $12M[…]

CLUB

SPY

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

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

CLUBMeasureSPY

[…]Year to dateJan 1 → Nov 3+11.5%

[…]1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

0.08%Trailing 12-mo yield$8 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

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

0–2SPY wins

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

More Ways to See the Pairs

CLUB vs SPY: Top 5 Holdings

Today

CLUB

20.0%in top 5

SPY

in top 527.4%

CLUBStockSPY

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.3%WMTnot top 5

4.1%OR.PAnot top 5

3.9%WMGnot top 5

3.9%BRK-Bnot top 5

3.8%FANGnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common21.1%

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

CLUB vs SPY Returns, Every Period

BillionairesCLUB

[…]

past year

SPYSPDR

+11.8%

past year

Returns […]

CLUBSPYFaded: behind in that period

0–0Level

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

Unsorted vs Core: CLUB vs SPY

YTD

BillionairesCLUB

[…]

SPYSPDR

+11.5%

[…]Year to date+11.5%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

0.1%Yield1.0%

$12.3MAssets$798B

1–0SPY wins

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

Cost, Income and Risk

Fees: CLUB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CLUB0.85%$85

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

Yields: CLUB, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

CLUB0.08%$8

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

CLUB$8 − $85 = −$77

KeptFee

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

Overlap: CLUB, SPY

Today

21.1%most shared, CLUB and SPY

CLUBSPY

CLUB—21.1%

SPY21.1%—

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

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

CLUBWorst drop[…][…]

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

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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