Compare · 2 funds side by side · dividends reinvested

GK and SPY

GKAdvisorShares×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

GK 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%$819B1.0

AdvisorShares Gerber Kawasaki ETFUnsorted1.27%0.09%−0.4%−1.7%+17.6%−1.1%−16.4%21.4%$27M2.0

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: GK 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Gerber Kawasaki ETF · $27M$9,445

SPY

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

$10,000 five years ago, dividends reinvested · they hold 34.4% in common

GKMeasureSPY

−0.4%Year to dateJan 1 → Nov 6+8.7%

−1.7%1 yearTotal return+9.7%

+17.6%3 years · per year$10,000 became $16,265 · $18,039+21.7%

−1.1%5 years · per year$10,000 became $9,445 · $17,118+11.3%

1.27%Expense ratio$127 · $9 a year on $10k · lower is better0.09%

0.09%Trailing 12-mo yield$9 · $103 a year on $10k1.03%

−16.4%Worst dropSmaller is better−8.9%

21.4%VolatilityLower is calmer13.6%

GKSPY 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

GK vs SPY: Top 5 Holdings

Today

39.7%in top 5

SPY

in top 527.8%

GKStockSPY

10.0%LLYnot top 5

7.9%GOOGnot top 5

7.2%AAPL7.9%

7.4%NVDA6.9%

7.2%MUnot top 5

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common34.4%

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

GK vs SPY Returns, Every Period

AdvisorSharesGK

−1.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

GKSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: GK vs SPY

YTD

AdvisorSharesGK

−0.4%

SPYSPDR

+8.7%

−0.4%Year to date+8.7%

−16.4%Worst drop · 1Y−8.9%

21.4%Volatility · 1Y13.6%

0.1%Yield1.0%

$27.3MAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: GK, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

GK1.27%$127

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

Yields: GK, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

GK0.09%$9

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

GK$9 − $127 = −$118

KeptFee

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

Overlap: GK, SPY

Today

34.4%most shared, GK and SPY

GKSPY

GK—34.4%

SPY34.4%—

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

GKWorst drop−16.4%21.4% vol

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

Paid More vs Made More

YTD

SPYGK

+8.7%Year to date−0.4%

1.0%Yield0.1%

+9.7%Past year−1.7%

0.09%Fee1.27%

4–0SPY 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