Compare · 3 funds side by side · dividends reinvested

FRTY, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FRTY, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.1

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%$819B1.9

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.20%−4.1%−8.4%+20.4%−2.5%−19.0%28.7%$128M3.0

Rank among the three1st → 3rdFee, 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: FRTY 2021 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $128M$8,789

FRTY

SPY

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

FRTYMeasureSPY

−4.1%Year to dateJan 1 → Nov 6+8.7%

−8.4%1 yearTotal return+9.7%

+20.4%3 years · per year$10,000 became $17,442 · $18,039+21.7%

−2.5%5 years · per year$10,000 became $8,789 · $17,118+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

0.20%Trailing 12-mo yield$20 · $103 a year on $10k1.03%

−19.0%Worst dropSmaller is better−8.9%

28.7%VolatilityLower is calmer13.6%

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

0–8SPY wins

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

More Ways to See the Pairs

FRTY vs SPY: Top 5 Holdings

Today

FRTY

23.6%in top 5

SPY

in top 527.8%

FRTYStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.9%FWONKnot top 5

4.9%RGENnot top 5

4.7%SNPSnot top 5

4.2%TWSTnot top 5

not top 5AMZN4.0%

3.9%HEI-Anot top 5

not top 5GOOGL2.6%

Held in common1.0%

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

FRTY vs SPY Returns, Every Period

AlgerFRTY

−2.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

FRTYSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: FRTY vs VOO

YTD

AlgerFRTY

−4.1%

VOOVanguard

+8.7%

−4.1%Year to date+8.7%

−19.0%Worst drop · 1Y−8.9%

28.7%Volatility · 1Y13.5%

0.2%Yield1.1%

$128MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: FRTY, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

FRTY0.60%$60

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

Yields: FRTY, SPY, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPY1.03%$103

FRTY0.20%$20

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FRTY$20 − $60 = −$40

KeptFee

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

Overlap: FRTY, SPY, VOO

Today

92.2%most shared, SPY and VOO

FRTYSPYVOO

FRTY—1.0%1.0%

SPY1.0%—92.2%

VOO1.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

FRTYWorst drop−19.0%28.7% vol

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

Paid More vs Made More

YTD

VOOSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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