Compare · 2 funds side by side · dividends reinvested

DFTT and SPY

DFTTDonoghue Forlines×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 / 03

DFTT 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%$805B1.1

DF Tactical 30 ETFUnsorted0.70%0.14%+13.9%[…][…][…][…][…]$31M1.7

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: DFTT 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

DF Tactical 30 ETF · $31M[…]

DFTT

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

DFTTMeasureSPY

+13.9%Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

0.14%Trailing 12-mo yield$14 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

1–2SPY wins

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

More Ways to See the Pairs

DFTT vs SPY: Top 5 Holdings

Today

DFTT

23.2%in top 5

SPY

in top 527.3%

DFTTStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.2%LLYnot top 5

not top 5MSFT5.9%

4.5%JPMnot top 5

4.2%MUnot top 5

4.2%ABBVnot top 5

4.1%AMDnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common16.2%

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

DFTT vs SPY Returns, Every Period

Donoghue ForlinesDFTT

[…]

past year

SPYSPDR

+13.4%

past year

DFTTSPYFaded: behind in that period

1–0DFTT wins

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

Unsorted vs Core: DFTT vs SPY

YTD

Donoghue ForlinesDFTT

+13.9%

SPYSPDR

+13.3%

+13.9%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.1%Yield1.0%

$31.2MAssets$805B

1–1level

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

Cost, Income and Risk

Fees: DFTT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFTT0.70%$70

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

Yields: DFTT, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

DFTT0.14%$14

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DFTT$14 − $70 = −$56

KeptFee

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

Overlap: DFTT, SPY

Today

16.2%most shared, DFTT and SPY

DFTTSPY

DFTT—16.2%

SPY16.2%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

DFTTWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYDFTT

+13.3%Year to date+13.9%

1.0%Yield0.1%

+13.4%Past year[…]

0.09%Fee0.70%

2–1SPY 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026