Compare · 2 funds side by side · dividends reinvested

DEEP and SPY

DEEPAcquirers Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DEEP 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.00%+24.5%+28.8%+14.5%+6.0%−8.9%17.3%$26M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DEEP 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $26M$13,390

DEEP

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

DEEPMeasureSPY

+24.5%Year to dateJan 1 → Nov 4+13.3%

+28.8%1 yearTotal return+13.4%

+14.5%3 years · per year$10,000 became $15,014 · $19,132+24.1%

+6.0%5 years · per year$10,000 became $13,390 · $18,060+12.6%

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

2.00%Trailing 12-mo yield$200 · $99 a year on $10k0.99%

−8.9%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEEP vs SPY: Top 5 Holdings

Today

DEEP

7.5%in top 5

SPY

in top 527.3%

DEEPStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.1%BMBLnot top 5

1.4%KSSnot top 5

1.4%DFINnot top 5

1.3%AMNnot top 5

1.3%AEOnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DEEP vs SPY Returns, Every Period

Acquirers FundsDEEP

+6.0%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DEEPSPYFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DEEP vs SPY

YTD

Acquirers FundsDEEP

+24.5%

SPYSPDR

+13.3%

+24.5%Year to date+13.3%

−8.9%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y12.9%

2.0%Yield1.0%

$25.9MAssets$798B

2–1DEEP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEEP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DEEP0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DEEP, SPY

2.00%highest, DEEP

FundTrailing yieldYield$10k

DEEP2.00%$200

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, DEEP

DEEP$200 − $80 = $120

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DEEP, SPY

Today

0.0%most shared, DEEP and SPY

DEEPSPY

DEEP—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.8%DEEP, at 17.3% volatility

SPYWorst drop−8.9%12.9% vol

DEEPWorst drop−8.9%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DEEPSPY

+24.5%Year to date+13.3%

2.0%Yield1.0%

+28.8%Past year+13.4%

0.80%Fee0.09%

3–1DEEP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026