Compare · 2 funds side by side · dividends reinvested

MPRO and SPY

MPROMonarch×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

MPRO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Monarch ProCap ETFUnsorted1.03%1.77%+12.1%+14.1%+13.9%+6.3%−5.7%7.3%$253M1.5

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%$805B1.5

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: MPRO 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Monarch ProCap ETF · $253M$13,592

MPRO

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MPROMeasureSPY

+12.1%Year to dateJan 1 → Nov 4+13.3%

+14.1%1 yearTotal return+13.4%

+13.9%3 years · per year$10,000 became $14,782 · $19,132+24.1%

+6.3%5 years · per year$10,000 became $13,592 · $18,060+12.6%

1.03%Expense ratio$103 · $9 a year on $10k · lower is better0.09%

1.77%Trailing 12-mo yield$177 · $99 a year on $10k0.99%

−5.7%Worst dropSmaller is better−8.9%

7.3%VolatilityLower is calmer12.9%

MPROSPY 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

MPRO vs SPY: Top 5 Holdings

Today

MPRO

87.6%in top 5

SPY

in top 527.3%

MPROStockSPY

38.2%AGGnot top 5

12.5%XLPnot top 5

12.5%XLVnot top 5

12.3%XLUnot top 5

12.2%XLBnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

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

MPRO vs SPY Returns, Every Period

MonarchMPRO

+6.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

MPROSPYFaded: behind in that period

1–3SPY wins

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

Unsorted vs Core: MPRO vs SPY

YTD

MonarchMPRO

+12.1%

SPYSPDR

+13.3%

+12.1%Year to date+13.3%

−5.7%Worst drop · 1Y−8.9%

7.3%Volatility · 1Y12.9%

1.8%Yield1.0%

$253MAssets$805B

3–1MPRO wins

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

Cost, Income and Risk

Fees: MPRO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

MPRO1.03%$103

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

Yields: MPRO, SPY

1.77%highest, MPRO

FundTrailing yieldYield$10k

MPRO1.77%$177

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

MPRO$177 − $103 = $74

KeptFee

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

Overlap: MPRO, SPY

Today

0.0%most shared, MPRO and SPY

MPROSPY

MPRO—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.1%MPRO, at 7.3% volatility

MPROWorst drop−5.7%7.3% 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

MPROSPY

+12.1%Year to date+13.3%

1.8%Yield1.0%

+14.1%Past year+13.4%

1.03%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%

$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