Compare EPU and SPY | ETF Tracker

EPU and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.06%+16.2%+35.8%+47.1%+27.8%−20.9%32.6%$497M1.4

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%$798B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EPU 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Peru and Global Exposure ETF · $497M$34,154

EPU

SPY

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

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

EPUMeasureSPY

+16.2%Year to dateJan 1 → Nov 4+13.3%

+35.8%1 yearTotal return+13.4%

+47.1%3 years · per year$10,000 became $31,815 · $19,132+24.1%

+27.8%5 years · per year$10,000 became $34,154 · $18,060+12.6%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

2.06%Trailing 12-mo yield$206 · $99 a year on $10k0.99%

−20.9%Worst dropSmaller is better−8.9%

32.6%VolatilityLower is calmer12.9%

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

5–3EPU wins

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

More Ways to See the Pairs

EPU vs SPY: Top 5 Holdings

Today

EPU

57.4%in top 5

SPY

in top 527.3%

EPUStockSPY

24.1%BAPnot top 5

22.8%SCCOnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

3.9%BVNnot top 5

not top 5AMZN3.8%

3.5%HOC.Lnot top 5

3.0%ISA.CLnot top 5

not top 5GOOGL2.5%

Held in common0.0%

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

EPU vs SPY Returns, Every Period

5Y

iSharesEPU

+27.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

EPUSPYFaded: behind in that period

4–0EPU wins

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

International vs Core: EPU vs SPY

YTD

iSharesEPU

+16.2%

SPYSPDR

+13.3%

+16.2%Year to date+13.3%

−20.9%Worst drop · 1Y−8.9%

32.6%Volatility · 1Y12.9%

2.1%Yield1.0%

$497MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: EPU, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

EPU0.59%$59

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

Yields: EPU, SPY

1Y

2.06%highest, EPU

FundTrailing yieldYield$10k

EPU2.06%$206

SPY0.99%$99

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

Income After Fees on $10,000

1Y

$147most kept, EPU

EPU$206 − $59 = $147

SPY$99 − $9 = $90

KeptFee

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

Overlap: EPU, SPY

Today

0.0%most shared, EPU and SPY

EPUSPY

EPU—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+35.8%EPU, at 32.6% volatility

SPYWorst drop−8.9%12.9% vol

EPUWorst drop−20.9%32.6% vol

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

Paid More vs Made More

YTD

EPUSPY

+16.2%Year to date+13.3%

2.1%Yield1.0%

+35.8%Past year+13.4%

0.59%Fee0.09%

3–1EPU 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