Compare · 2 funds side by side · dividends reinvested

DHSB and SPY

DHSBDay Hagan×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

DHSB 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

Day Hagan Smart Buffer ETFIncome · Covered calls0.68%1.17%+6.6%+7.7%[…][…]−3.3%6.7%$39M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DHSB 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Day Hagan Smart Buffer ETF · $39M[…]

DHSB

SPY

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

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

DHSBMeasureSPY

+6.6%Year to dateJan 1 → Nov 4+13.3%

+7.7%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%

0.68%Expense ratio$68 · $9 a year on $10k · lower is better0.09%

1.17%Trailing 12-mo yield$117 · $99 a year on $10k0.99%

−3.3%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

DHSB vs SPY: Top 5 Holdings

Today

DHSB

97.9%in top 5

SPY

in top 527.3%

DHSBStockSPY

97.9%SPYnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

DHSB vs SPY Returns, Every Period

Day HaganDHSB

+7.7%

past year

SPYSPDR

+13.4%

past year

DHSBSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: DHSB vs SPY

YTD

Day HaganDHSB

+6.6%

SPYSPDR

+13.3%

+6.6%Year to date+13.3%

−3.3%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y12.9%

1.2%Yield1.0%

$38.9MAssets$798B

3–1DHSB wins

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

Cost, Income and Risk

Fees: DHSB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DHSB0.68%$68

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

Yields: DHSB, SPY

1.17%highest, DHSB

FundTrailing yieldYield$10k

DHSB1.17%$117

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DHSB$117 − $68 = $49

KeptFee

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

Overlap: DHSB, SPY

Today

0.0%most shared, DHSB and SPY

DHSBSPY

DHSB—0.0%

SPY0.0%—

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

DHSBWorst drop−3.3%6.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

DHSBSPY

+6.6%Year to date+13.3%

1.2%Yield1.0%

+7.7%Past year+13.4%

0.68%Fee0.09%

3–1SPY 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%

$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