Compare · 2 funds side by side · dividends reinvested

EMPB and SPY

EMPBEA Series Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

EMPB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

EA Series Trust - Efficient Market Portfolio Plus ETFUnsorted2.21%0.77%+14.7%+11.9%[…][…]−8.1%12.9%$32M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: EMPB 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - Efficient Market Portfolio Plus ETF · $32M[…]

EMPB

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

EMPBMeasureSPY

+14.7%Year to dateJan 1 → Nov 6+8.7%

+11.9%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

2.21%Expense ratio$221 · $9 a year on $10k · lower is better0.09%

0.77%Trailing 12-mo yield$77 · $103 a year on $10k1.03%

−8.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

4–2EMPB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMPB vs SPY: Top 5 Holdings

Today

EMPB

69.0%in top 5

SPY

in top 527.8%

EMPBStockSPY

17.7%VDCnot top 5

16.8%XLInot top 5

16.4%XBInot top 5

9.2%ITBnot top 5

8.8%XLFnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

EMPB vs SPY Returns, Every Period

EA Series TrustEMPB

+11.9%

past year

SPYSPDR

+9.7%

past year

EMPBSPYFaded: behind in that period

2–0EMPB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: EMPB vs SPY

YTD

EA Series TrustEMPB

+14.7%

SPYSPDR

+8.7%

+14.7%Year to date+8.7%

−8.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

0.8%Yield1.0%

$31.9MAssets$819B

3–1EMPB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMPB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EMPB2.21%$221

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMPB, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

EMPB0.77%$77

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

EMPB$77 − $221 = −$144

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EMPB, SPY

Today

0.0%most shared, EMPB and SPY

EMPBSPY

EMPB—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%EMPB, at 12.9% volatility

EMPBWorst drop−8.1%12.9% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYEMPB

+8.7%Year to date+14.7%

1.0%Yield0.8%

+9.7%Past year+11.9%

0.09%Fee2.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026