Compare · 2 funds side by side · dividends reinvested

INEQ and SPY

INEQColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,175INEQ · best of the two

02 / 04

INEQ 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%$778B1.4

Columbia International Equity Income ETFIncome · Dividend stocks0.45%10.26%+7.7%+14.7%+21.0%+12.7%−9.5%14.7%$94M1.6

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: INEQ 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia International Equity Income ETF · $94M$18,175

INEQ

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

INEQMeasureSPY

+7.7%Year to dateJan 1 → Nov 6+8.7%

+14.7%1 yearTotal return+9.7%

+21.0%3 years · per year$10,000 became $17,731 · $18,039+21.7%

+12.7%5 years · per year$10,000 became $18,176 · $17,118+11.3%

0.45%Expense ratio$45 · $9 a year on $10k · lower is better0.09%

10.26%Trailing 12-mo yield$1,026 · $103 a year on $10k1.03%

−9.5%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

INEQ vs SPY: Top 5 Holdings

Today

INEQ

21.0%in top 5

SPY

in top 527.8%

INEQStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.6%8058.Tnot top 5

4.3%BHP.AXnot top 5

4.1%UCG.MInot top 5

4.1%DTE.DEnot top 5

not top 5AMZN4.0%

3.9%MUV2.DEnot top 5

not top 5GOOGL2.6%

Held in common0.0%

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

INEQ vs SPY Returns, Every Period

Columbia ThreadneedleINEQ

+12.7%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

INEQSPYFaded: behind in that period

2–2Level

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

Income vs Core: INEQ vs SPY

YTD

Columbia ThreadneedleINEQ

+7.7%

SPYSPDR

+8.7%

+7.7%Year to date+8.7%

−9.5%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.6%

10.3%Yield1.0%

$94.5MAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: INEQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

INEQ0.45%$45

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

Yields: INEQ, SPY

10.26%highest, INEQ

FundTrailing yieldYield$10k

INEQ10.26%$1,026

SPY1.03%$103

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

Income After Fees on $10,000

$981most kept, INEQ

INEQ$1,026 − $45 = $981

SPY$103 − $9 = $94

KeptFee

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

Overlap: INEQ, SPY

Today

0.0%most shared, INEQ and SPY

INEQSPY

INEQ—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.7%INEQ, at 14.7% volatility

SPYWorst drop−8.9%13.6% vol

INEQWorst drop−9.5%14.7% vol

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

Paid More vs Made More

YTD

INEQSPY

+7.7%Year to date+8.7%

10.3%Yield1.0%

+14.7%Past year+9.7%

0.45%Fee0.09%

2–2level

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026