Compare · 2 funds side by side · dividends reinvested

FORH and SPY

FORHFormidable×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

FORH 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

Formidable ETFUnsorted1.19%1.98%−8.0%−8.7%+1.9%+0.1%−15.3%14.7%$17M1.9

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: FORH 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Formidable ETF · $17M$10,064

FORH

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FORHMeasureSPY

−8.0%Year to dateJan 1 → Nov 6+8.7%

−8.7%1 yearTotal return+9.7%

+1.9%3 years · per year$10,000 became $10,578 · $18,039+21.7%

+0.1%5 years · per year$10,000 became $10,064 · $17,118+11.3%

1.19%Expense ratio$119 · $9 a year on $10k · lower is better0.09%

1.98%Trailing 12-mo yield$198 · $103 a year on $10k1.03%

−15.3%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

1–7SPY wins

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

More Ways to See the Pairs

FORH vs SPY: Top 5 Holdings

Today

FORH

27.3%in top 5

SPY

in top 527.8%

FORHStockSPY

10.9%ACTGnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.7%Bnot top 5

not top 5AMZN4.0%

3.7%TLNEnot top 5

3.5%ARLPnot top 5

3.5%HSTMnot top 5

not top 5GOOGL2.6%

Held in common0.2%

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

FORH vs SPY Returns, Every Period

FormidableFORH

+0.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FORHSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: FORH vs SPY

YTD

FormidableFORH

−8.0%

SPYSPDR

+8.7%

−8.0%Year to date+8.7%

−15.3%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

2.0%Yield1.0%

$17.0MAssets$819B

3–1SPY wins

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

Cost, Income and Risk

Fees: FORH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FORH1.19%$119

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

Yields: FORH, SPY

1.98%highest, FORH

FundTrailing yieldYield$10k

FORH1.98%$198

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FORH$198 − $119 = $79

KeptFee

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

Overlap: FORH, SPY

Today

0.2%most shared, FORH and SPY

FORHSPY

FORH—0.2%

SPY0.2%—

End-of-day Nov 6, 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

FORHWorst drop−15.3%14.7% vol

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

Paid More vs Made More

YTD

FORHSPY

−8.0%Year to date+8.7%

2.0%Yield1.0%

−8.7%Past year+9.7%

1.19%Fee0.09%

3–1SPY wins

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