Compare · 2 funds side by side · dividends reinvested

LRGE and SPY

LRGEFranklin Templeton×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

LRGE 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%$805B1.0

ClearBridge Large Cap Growth Select ETFUS Stock Styles · Growth0.48%0.12%+4.1%−0.7%+18.9%+8.4%−15.9%18.5%$365M2.0

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: LRGE 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ClearBridge Large Cap Growth Select ETF · $365M$13,876

LRGE

SPY

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

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

LRGEMeasureSPY

+4.1%Year to dateJan 1 → Nov 5+13.3%

−0.7%1 yearTotal return+13.4%

+18.9%3 years · per year$10,000 became $16,816 · $19,132+24.1%

+8.4%5 years · per year$10,000 became $14,940 · $18,060+12.6%

0.48%Expense ratio$48 · $9 a year on $10k · lower is better0.09%

0.12%Trailing 12-mo yield$12 · $99 a year on $10k0.99%

−15.9%Worst dropSmaller is better−8.9%

18.5%VolatilityLower is calmer12.9%

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

0–8SPY wins

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

More Ways to See the Pairs

LRGE vs SPY: Top 5 Holdings

Today

LRGE

39.6%in top 5

SPY

in top 527.7%

LRGEStockSPY

16.1%NVDA7.3%

5.8%AAPL7.7%

6.7%METAnot top 5

not top 5MSFT6.2%

5.7%GOOGL2.6%

5.4%Vnot top 5

not top 5AMZN3.9%

Held in common29.2%

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

LRGE vs SPY Returns, Every Period

Franklin TempletonLRGE

+8.4%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

LRGESPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: LRGE vs SPY

YTD

Franklin TempletonLRGE

+4.1%

SPYSPDR

+13.3%

+4.1%Year to date+13.3%

−15.9%Worst drop · 1Y−8.9%

18.5%Volatility · 1Y12.9%

0.1%Yield1.0%

$365MAssets$805B

4–0SPY wins

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

Cost, Income and Risk

Fees: LRGE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LRGE0.48%$48

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

Yields: LRGE, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

LRGE0.12%$12

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

LRGE$12 − $48 = −$36

KeptFee

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

Overlap: LRGE, SPY

Today

29.2%most shared, LRGE and SPY

LRGESPY

LRGE—29.2%

SPY29.2%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

LRGEWorst drop−15.9%18.5% vol

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

Paid More vs Made More

YTD

SPYLRGE

+13.3%Year to date+4.1%

1.0%Yield0.1%

+13.4%Past year−0.7%

0.09%Fee0.48%

4–0SPY wins

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026