Compare · 2 funds side by side · dividends reinvested

DISK and SPY

DISKTema×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 / 03

DISK 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%$805B1.0

Tema Memory ETFThematic · AI & semis0.75%0.00%[…][…][…][…][…][…]$51M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DISK 2026 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Tema Memory ETF · $51M[…]

DISK

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

DISKMeasureSPY

[…]Year to dateJan 1 → Nov 5+8.3%

[…]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%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

0–2SPY wins

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

More Ways to See the Pairs

DISK vs SPY: Top 5 Holdings

Today

DISK

63.4%in top 5

SPY

in top 527.7%

DISKStockSPY

18.1%000660.Knot top 5

16.3%SNDKnot top 5

13.7%285A.Tnot top 5

8.4%MUnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.8%BTMTQT8-not top 5

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.9%

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

DISK vs SPY Returns, Every Period

TemaDISK

[…]

past year

SPYSPDR

+9.7%

past year

Returns […]

DISKSPYFaded: behind in that period

0–0Level

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

Thematic vs Core: DISK vs SPY

YTD

TemaDISK

[…]

SPYSPDR

+8.3%

[…]Year to date+8.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.0%

$51.0MAssets$805B

1–0SPY wins

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

Cost, Income and Risk

Fees: DISK, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DISK0.75%$75

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

Yields: DISK, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

DISK0.00%$0

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DISK$0 − $75 = −$75

KeptFee

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

Overlap: DISK, SPY

Today

1.9%most shared, DISK and SPY

DISKSPY

DISK—1.9%

SPY1.9%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

DISKWorst drop[…][…]

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

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026