Compare · 2 funds side by side · dividends reinvested

GOLY and SPY

GOLYStrategy Shares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

GOLY 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%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.1

Strategy Shares Gold Enhanced Yield ETFCommodities · Gold0.90%8.70%−27.0%−21.4%+15.3%+5.0%−41.1%34.7%$68M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: GOLY 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Gold Enhanced Yield ETF · $68M$12,746

GOLY

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GOLYMeasureSPY

−27.0%Year to dateJan 1 → Nov 9+11.2%

−21.4%1 yearTotal return+13.5%

+15.3%3 years · per year$10,000 became $15,316 · $18,118+21.9%

+5.0%5 years · per year$10,000 became $12,746 · $17,493+11.8%

0.90%Expense ratio$90 · $9 a year on $10k · lower is better0.09%

8.70%Trailing 12-mo yield$870 · $101 a year on $10k1.01%

−41.1%Worst dropSmaller is better−8.9%

34.7%VolatilityLower is calmer13.7%

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

1–7SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GOLY vs SPY: Top 5 Holdings

Today

GOLY

79.0%in top 5

SPY

in top 527.8%

GOLYStockSPY

19.5%LQDnot top 5

19.1%SPIBnot top 5

18.3%USIGnot top 5

18.2%IGIBnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.8%VCITnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

GOLY vs SPY Returns, Every Period

Strategy SharesGOLY

+5.0%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

GOLYSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Commodities vs Core: GOLY vs SPY

YTD

Strategy SharesGOLY

−27.0%

SPYSPDR

+11.2%

−27.0%Year to date+11.2%

−41.1%Worst drop · 1Y−8.9%

34.7%Volatility · 1Y13.7%

8.7%Yield1.0%

$67.7MAssets$778B

3–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GOLY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

GOLY0.90%$90

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GOLY, SPY

8.70%highest, GOLY

FundTrailing yieldYield$10k

GOLY8.70%$870

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$780most kept, GOLY

GOLY$870 − $90 = $780

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GOLY, SPY

Today

0.0%most shared, GOLY and SPY

GOLYSPY

GOLY—0.0%

SPY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

GOLYWorst drop−41.1%34.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GOLYSPY

−27.0%Year to date+11.2%

8.7%Yield1.0%

−21.4%Past year+13.5%

0.90%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026