Compare · 2 funds side by side · dividends reinvested

MKTN and SPY

MKTNFederated Hermes×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

MKTN 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%$805B1.4

Federated Hermes MDT Market Neutral ETFUnsorted2.27%0.23%+12.6%+15.5%[…][…]−4.1%6.7%$171M1.5

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: MKTN 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Market Neutral ETF · $171M[…]

MKTN

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

MKTNMeasureSPY

+12.6%Year to dateJan 1 → Nov 4+13.3%

+15.5%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%

2.27%Expense ratio$227 · $9 a year on $10k · lower is better0.09%

0.23%Trailing 12-mo yield$23 · $99 a year on $10k0.99%

−4.1%Worst dropSmaller is better−8.9%

6.7%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

MKTN vs SPY: Top 5 Holdings

Today

MKTN

12.8%in top 5

SPY

in top 527.3%

MKTNStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.0%FInot top 5

2.5%ABBVnot top 5

2.5%BNYnot top 5

not top 5GOOGL2.5%

2.4%GEnot top 5

2.3%INTUnot top 5

Held in common14.8%

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

MKTN vs SPY Returns, Every Period

Federated HermesMKTN

+15.5%

past year

SPYSPDR

+13.4%

past year

MKTNSPYFaded: behind in that period

1–1Level

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

Unsorted vs Core: MKTN vs SPY

YTD

Federated HermesMKTN

+12.6%

SPYSPDR

+13.3%

+12.6%Year to date+13.3%

−4.1%Worst drop · 1Y−8.9%

6.7%Volatility · 1Y12.9%

0.2%Yield1.0%

$171MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: MKTN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MKTN2.27%$227

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

Yields: MKTN, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

MKTN0.23%$23

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

MKTN$23 − $227 = −$204

KeptFee

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

Overlap: MKTN, SPY

Today

14.8%most shared, MKTN and SPY

MKTNSPY

MKTN—14.8%

SPY14.8%—

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

Return vs Bumpiness: 2 ETFs

+15.5%MKTN, at 6.7% volatility

MKTNWorst drop−4.1%6.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYMKTN

+13.3%Year to date+12.6%

1.0%Yield0.2%

+13.4%Past year+15.5%

0.09%Fee2.27%

3–1SPY wins

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026