Compare · 2 funds side by side · dividends reinvested

EASY and SPY

EASYLiberty One×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 / 04

EASY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Liberty One Defensive Dividend Growth ETFIncome · Dividend stocks0.88%11.24%+29.9%+30.9%[…][…]−6.4%12.4%$69M1.2

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%$819B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: EASY 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Liberty One Defensive Dividend Growth ETF · $69M[…]

EASY

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

EASYMeasureSPY

+29.9%Year to dateJan 1 → Nov 5+8.3%

+30.9%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%

0.88%Expense ratio$88 · $9 a year on $10k · lower is better0.09%

11.24%Trailing 12-mo yield$1,124 · $103 a year on $10k1.03%

−6.4%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.6%

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

5–1EASY wins

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

More Ways to See the Pairs

EASY vs SPY: Top 5 Holdings

Today

EASY

23.9%in top 5

SPY

in top 527.7%

EASYStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

4.8%MSFT6.2%

5.2%CAHnot top 5

4.9%MSInot top 5

4.6%ROLnot top 5

4.4%MCKnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common11.7%

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

EASY vs SPY Returns, Every Period

Liberty OneEASY

+30.9%

past year

SPYSPDR

+9.7%

past year

EASYSPYFaded: behind in that period

2–0EASY wins

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

Income vs Core: EASY vs SPY

YTD

Liberty OneEASY

+29.9%

SPYSPDR

+8.3%

+29.9%Year to date+8.3%

−6.4%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.6%

11.2%Yield1.0%

$69.2MAssets$819B

4–0EASY wins

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

Cost, Income and Risk

Fees: EASY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EASY0.88%$88

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

Yields: EASY, SPY

11.24%highest, EASY

FundTrailing yieldYield$10k

EASY11.24%$1,124

SPY1.03%$103

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

Income After Fees on $10,000

$1,036most kept, EASY

EASY$1,124 − $88 = $1,036

SPY$103 − $9 = $94

KeptFee

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

Overlap: EASY, SPY

Today

11.7%most shared, EASY and SPY

EASYSPY

EASY—11.7%

SPY11.7%—

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

Return vs Bumpiness: 2 ETFs

+30.9%EASY, at 12.4% volatility

EASYWorst drop−6.4%12.4% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

EASYSPY

+29.9%Year to date+8.3%

11.2%Yield1.0%

+30.9%Past year+9.7%

0.88%Fee0.09%

3–1EASY wins

End-of-day Nov 5, 2026

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026