Compare · 2 funds side by side · dividends reinvested

FWD and SPY

FWDAlliance Bernstein×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FWD 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+11.9%+6.4%+33.4%[…]−21.7%30.2%$3.1B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FWD 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $3.1B[…]

FWD

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

FWDMeasureSPY

+11.9%Year to dateJan 1 → Nov 4+13.3%

+6.4%1 yearTotal return+13.4%

+33.4%3 years · per year$10,000 became $23,736 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

0.10%Trailing 12-mo yield$10 · $99 a year on $10k0.99%

−21.7%Worst dropSmaller is better−8.9%

30.2%VolatilityLower is calmer12.9%

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

1–6SPY wins

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

More Ways to See the Pairs

FWD vs SPY: Top 5 Holdings

Today

FWD

13.8%in top 5

SPY

in top 527.3%

FWDStockSPY

3.5%NVDA7.7%

not top 5AAPL7.4%

3.3%MSFT5.9%

not top 5AMZN3.8%

2.6%AVGOnot top 5

not top 5GOOGL2.5%

2.3%LLYnot top 5

2.2%METAnot top 5

Held in common29.9%

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

FWD vs SPY Returns, Every Period

Alliance BernsteinFWD

+6.4%

past year

SPYSPDR

+13.4%

past year

FWDSPYFaded: behind in that period

1–2SPY wins

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

Unsorted vs Core: FWD vs SPY

YTD

Alliance BernsteinFWD

+11.9%

SPYSPDR

+13.3%

+11.9%Year to date+13.3%

−21.7%Worst drop · 1Y−8.9%

30.2%Volatility · 1Y12.9%

0.1%Yield1.0%

$3.1BAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: FWD, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FWD0.65%$65

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

Yields: FWD, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FWD0.10%$10

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, SPY

Today

29.9%most shared, FWD and SPY

FWDSPY

FWD—29.9%

SPY29.9%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

FWDWorst drop−21.7%30.2% vol

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

Paid More vs Made More

YTD

SPYFWD

+13.3%Year to date+11.9%

1.0%Yield0.1%

+13.4%Past year+6.4%

0.09%Fee0.65%

4–0SPY 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026