Compare · 2 funds side by side · dividends reinvested

GDMA and SPY

GDMAGadsden×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

GDMA 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

Gadsden Dynamic Multi-Asset ETFUnsorted0.75%2.66%+4.9%+6.5%+13.0%+7.5%−9.4%14.9%$195M1.9

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: GDMA 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Gadsden Dynamic Multi-Asset ETF · $195M$14,330

GDMA

SPY

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

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

GDMAMeasureSPY

+4.9%Year to dateJan 1 → Nov 4+13.3%

+6.5%1 yearTotal return+13.4%

+13.0%3 years · per year$10,000 became $14,448 · $19,132+24.1%

+7.5%5 years · per year$10,000 became $14,330 · $18,060+12.6%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

2.66%Trailing 12-mo yield$266 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

GDMA vs SPY: Top 5 Holdings

Today

GDMA

51.4%in top 5

SPY

in top 527.3%

GDMAStockSPY

20.1%SCHRnot top 5

11.0%IEFnot top 5

10.1%SCHOnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.2%XLVnot top 5

5.0%SCHQnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common6.1%

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

GDMA vs SPY Returns, Every Period

GadsdenGDMA

+7.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

GDMASPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: GDMA vs SPY

YTD

GadsdenGDMA

+4.9%

SPYSPDR

+13.3%

+4.9%Year to date+13.3%

−9.4%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.9%

2.7%Yield1.0%

$195MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: GDMA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

GDMA0.75%$75

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

Yields: GDMA, SPY

2.66%highest, GDMA

FundTrailing yieldYield$10k

GDMA2.66%$266

SPY0.99%$99

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

Income After Fees on $10,000

$191most kept, GDMA

GDMA$266 − $75 = $191

SPY$99 − $9 = $90

KeptFee

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

Overlap: GDMA, SPY

Today

6.1%most shared, GDMA and SPY

GDMASPY

GDMA—6.1%

SPY6.1%—

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

GDMAWorst drop−9.4%14.9% vol

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

Paid More vs Made More

YTD

GDMASPY

+4.9%Year to date+13.3%

2.7%Yield1.0%

+6.5%Past year+13.4%

0.75%Fee0.09%

3–1SPY 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