Compare · 2 funds side by side · dividends reinvested

INVG and SPY

INVGGMO×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

INVG 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

GMO Systematic Investment Grade Credit ETFBonds & Cash · Corporate0.25%5.00%+0.0%+0.6%[…][…]−4.5%4.8%$29M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: INVG 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

GMO Systematic Investment Grade Credit ETF · $29M[…]

INVG

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

INVGMeasureSPY

+0.0%Year to dateJan 1 → Nov 5+8.3%

+0.6%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

5.00%Trailing 12-mo yield$500 · $103 a year on $10k1.03%

−4.5%Worst dropSmaller is better−8.9%

4.8%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

INVG vs SPY: Top 5 Holdings

Today

INVG

[…]in top 5

SPY

in top 527.7%

INVGStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

INVG vs SPY Returns, Every Period

GMOINVG

+0.6%

past year

SPYSPDR

+9.7%

past year

INVGSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: INVG vs SPY

YTD

GMOINVG

+0.0%

SPYSPDR

+8.3%

+0.0%Year to date+8.3%

−4.5%Worst drop · 1Y−8.9%

4.8%Volatility · 1Y13.6%

5.0%Yield1.0%

$29.0MAssets$805B

3–1INVG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INVG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

INVG0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INVG, SPY

5.00%highest, INVG

FundTrailing yieldYield$10k

INVG5.00%$500

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, INVG

INVG$500 − $25 = $475

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INVG, SPY

Today

[…]holdings […]

INVGSPY

INVG—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

INVGWorst drop−4.5%4.8% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

INVGSPY

+0.0%Year to date+8.3%

5.0%Yield1.0%

+0.6%Past year+9.7%

0.25%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026