Compare · 2 funds side by side · dividends reinvested

LPRE and SPY

LPRELong Pond×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

LPRE 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.72%+12.9%+19.0%[…][…]−12.8%15.9%$186M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: LPRE 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Long Pond Real Estate Select ETF · $186M[…]

LPRE

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

LPREMeasureSPY

+12.9%Year to dateJan 1 → Nov 4+13.3%

+19.0%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

1.00%Expense ratio$100 · $9 a year on $10k · lower is better0.09%

1.72%Trailing 12-mo yield$172 · $99 a year on $10k0.99%

−12.8%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer12.9%

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

2–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LPRE vs SPY: Top 5 Holdings

Today

LPRE

34.8%in top 5

SPY

in top 527.3%

LPREStockSPY

not top 5NVDA7.7%

7.6%ELSnot top 5

7.5%IRTnot top 5

not top 5AAPL7.4%

6.9%HGVnot top 5

6.6%Hnot top 5

6.2%JANnot top 5

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

LPRE vs SPY Returns, Every Period

Long PondLPRE

+19.0%

past year

SPYSPDR

+13.4%

past year

LPRESPYFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: LPRE vs SPY

YTD

Long PondLPRE

+12.9%

SPYSPDR

+13.3%

+12.9%Year to date+13.3%

−12.8%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y12.9%

1.7%Yield1.0%

$186MAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LPRE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LPRE1.00%$100

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LPRE, SPY

1.72%highest, LPRE

FundTrailing yieldYield$10k

LPRE1.72%$172

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

LPRE$172 − $100 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LPRE, SPY

Today

0.9%most shared, LPRE and SPY

LPRESPY

LPRE—0.9%

SPY0.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%LPRE, at 15.9% volatility

SPYWorst drop−8.9%12.9% vol

LPREWorst drop−12.8%15.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LPRESPY

+12.9%Year to date+13.3%

1.7%Yield1.0%

+19.0%Past year+13.4%

1.00%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026