Compare · 2 funds side by side · dividends reinvested

NIXT and SPY

NIXTRAFI Indices×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

NIXT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Research Affiliates Deletions ETFUnsorted0.29%1.15%+40.2%+45.0%[…][…]−7.7%20.2%$63M1.3

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 5, 2026 · returns include dividends · since: NIXT 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Research Affiliates Deletions ETF · $63M[…]

NIXT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

NIXTMeasureSPY

+40.2%Year to dateJan 1 → Nov 5+13.3%

+45.0%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%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

1.15%Trailing 12-mo yield$115 · $99 a year on $10k0.99%

−7.7%Worst dropSmaller is better−8.9%

20.2%VolatilityLower is calmer12.9%

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

4–2NIXT wins

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

More Ways to See the Pairs

NIXT vs SPY: Top 5 Holdings

Today

NIXT

6.3%in top 5

SPY

in top 527.7%

NIXTStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.3%MRNAnot top 5

1.1%OKTAnot top 5

1.0%QLYSnot top 5

1.0%NSITnot top 5

1.0%TENBnot top 5

Held in common0.8%

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

NIXT vs SPY Returns, Every Period

RAFI IndicesNIXT

+45.0%

past year

SPYSPDR

+13.4%

past year

NIXTSPYFaded: behind in that period

2–0NIXT wins

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

Unsorted vs Core: NIXT vs SPY

YTD

RAFI IndicesNIXT

+40.2%

SPYSPDR

+13.3%

+40.2%Year to date+13.3%

−7.7%Worst drop · 1Y−8.9%

20.2%Volatility · 1Y12.9%

1.1%Yield1.0%

$63.1MAssets$805B

3–1NIXT wins

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

Cost, Income and Risk

Fees: NIXT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NIXT0.29%$29

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

Yields: NIXT, SPY

1.15%highest, NIXT

FundTrailing yieldYield$10k

NIXT1.15%$115

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

NIXT$115 − $29 = $86

KeptFee

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

Overlap: NIXT, SPY

Today

0.8%most shared, NIXT and SPY

NIXTSPY

NIXT—0.8%

SPY0.8%—

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

Return vs Bumpiness: 2 ETFs

+45.0%NIXT, at 20.2% volatility

SPYWorst drop−8.9%12.9% vol

NIXTWorst drop−7.7%20.2% vol

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

Paid More vs Made More

YTD

NIXTSPY

+40.2%Year to date+13.3%

1.1%Yield1.0%

+45.0%Past year+13.4%

0.29%Fee0.09%

3–1NIXT 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