Compare · 2 funds side by side · dividends reinvested

LEXI and SPY

LEXIAlexis×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

LEXI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alexis Practical Tactical ETFUnsorted1.02%0.87%+8.9%+11.5%+19.9%+9.3%−8.1%12.1%$199M1.5

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%$805B1.5

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: LEXI 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Alexis Practical Tactical ETF · $199M$15,566

LEXI

SPY

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

$10,000 five years ago, dividends reinvested · they hold 13.5% in common

LEXIMeasureSPY

+8.9%Year to dateJan 1 → Nov 5+8.3%

+11.5%1 yearTotal return+9.7%

+19.9%3 years · per year$10,000 became $17,242 · $18,174+22.0%

+9.3%5 years · per year$10,000 became $15,566 · $17,099+11.3%

1.02%Expense ratio$102 · $9 a year on $10k · lower is better0.09%

0.87%Trailing 12-mo yield$87 · $103 a year on $10k1.03%

−8.1%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

LEXI vs SPY: Top 5 Holdings

Today

LEXI

27.4%in top 5

SPY

in top 527.7%

LEXIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.7%IWDnot top 5

5.7%RSPnot top 5

5.4%VIGnot top 5

5.4%RWRnot top 5

5.2%MDYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common13.5%

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

LEXI vs SPY Returns, Every Period

AlexisLEXI

+9.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

LEXISPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: LEXI vs SPY

YTD

AlexisLEXI

+8.9%

SPYSPDR

+8.3%

+8.9%Year to date+8.3%

−8.1%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.6%

0.9%Yield1.0%

$199MAssets$805B

3–1LEXI wins

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

Cost, Income and Risk

Fees: LEXI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LEXI1.02%$102

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

Yields: LEXI, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

LEXI0.87%$87

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

LEXI$87 − $102 = −$15

KeptFee

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

Overlap: LEXI, SPY

Today

13.5%most shared, LEXI and SPY

LEXISPY

LEXI—13.5%

SPY13.5%—

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

Return vs Bumpiness: 2 ETFs

+11.5%LEXI, at 12.1% volatility

LEXIWorst drop−8.1%12.1% 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

SPYLEXI

+8.3%Year to date+8.9%

1.0%Yield0.9%

+9.7%Past year+11.5%

0.09%Fee1.02%

2–2level

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