Compare · 2 funds side by side · dividends reinvested

LOWV and SPY

LOWVAlliance Bernstein×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

LOWV 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

Alliance Bernstein - AB US Low Volatility Equity ETFUS Stock Styles · Factor0.39%0.85%+8.4%+9.4%+16.4%[…]−9.6%11.1%$203M1.9

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: LOWV 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB US Low Volatility Equity ETF · $203M[…]

LOWV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 42.5% in common

LOWVMeasureSPY

+8.4%Year to dateJan 1 → Nov 9+11.2%

+9.4%1 yearTotal return+13.5%

+16.4%3 years · per year$10,000 became $15,783 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

0.85%Trailing 12-mo yield$85 · $101 a year on $10k1.01%

−9.6%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer13.7%

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

1–6SPY wins

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

More Ways to See the Pairs

LOWV vs SPY: Top 5 Holdings

Today

LOWV

26.5%in top 5

SPY

in top 527.8%

LOWVStockSPY

6.6%AAPL7.9%

5.3%NVDA7.1%

6.2%MSFT6.2%

4.8%GOOGnot top 5

3.7%AMZN4.0%

not top 5GOOGL2.6%

Held in common42.5%

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

LOWV vs SPY Returns, Every Period

Alliance BernsteinLOWV

+9.4%

past year

SPYSPDR

+13.5%

past year

LOWVSPYFaded: behind in that period

0–3SPY wins

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

Stocks vs Core: LOWV vs SPY

YTD

Alliance BernsteinLOWV

+8.4%

SPYSPDR

+11.2%

+8.4%Year to date+11.2%

−9.6%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y13.7%

0.8%Yield1.0%

$203MAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: LOWV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LOWV0.39%$39

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

Yields: LOWV, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

LOWV0.85%$85

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

LOWV$85 − $39 = $46

KeptFee

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

Overlap: LOWV, SPY

Today

42.5%most shared, LOWV and SPY

LOWVSPY

LOWV—42.5%

SPY42.5%—

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

LOWVWorst drop−9.6%11.1% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

SPYLOWV

+11.2%Year to date+8.4%

1.0%Yield0.8%

+13.5%Past year+9.4%

0.09%Fee0.39%

4–0SPY 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