Compare · 2 funds side by side · dividends reinvested

LSAF and SPY

LSAFLeader Shares×SPYSPDR×

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

02 / 04

LSAF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.53%+29.9%+33.9%+25.3%+12.5%−6.6%14.3%$133M1.5

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%$798B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: LSAF 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$18,041

LSAF

SPY

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

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

LSAFMeasureSPY

+29.9%Year to dateJan 1 → Nov 4+13.3%

+33.9%1 yearTotal return+13.4%

+25.3%3 years · per year$10,000 became $19,671 · $19,132+24.1%

+12.5%5 years · per year$10,000 became $18,041 · $18,060+12.6%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

0.53%Trailing 12-mo yield$53 · $99 a year on $10k0.99%

−6.6%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

LSAF vs SPY: Top 5 Holdings

Today

LSAF

5.9%in top 5

SPY

in top 527.3%

LSAFStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.2%CARTnot top 5

1.2%REGNnot top 5

1.2%CROXnot top 5

1.1%ETSYnot top 5

1.1%Rnot top 5

Held in common3.9%

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

LSAF vs SPY Returns, Every Period

Leader SharesLSAF

+12.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

LSAFSPYFaded: behind in that period

3–1LSAF wins

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

Stocks vs Core: LSAF vs SPY

YTD

Leader SharesLSAF

+29.9%

SPYSPDR

+13.3%

+29.9%Year to date+13.3%

−6.6%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.9%

0.5%Yield1.0%

$133MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: LSAF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LSAF0.75%$75

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

Yields: LSAF, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

LSAF0.53%$53

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

LSAF$53 − $75 = −$22

KeptFee

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

Overlap: LSAF, SPY

Today

3.9%most shared, LSAF and SPY

LSAFSPY

LSAF—3.9%

SPY3.9%—

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

Return vs Bumpiness: 2 ETFs

+33.9%LSAF, at 14.3% volatility

SPYWorst drop−8.9%12.9% vol

LSAFWorst drop−6.6%14.3% vol

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

Paid More vs Made More

YTD

SPYLSAF

+13.3%Year to date+29.9%

1.0%Yield0.5%

+13.4%Past year+33.9%

0.09%Fee0.75%

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