Compare · 2 funds side by side · dividends reinvested

PLGI and SPY

PLGIPL×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 / 03

PLGI 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

PL Growth and Income ETFIncome · Covered calls1.25%0.50%+1.8%[…][…][…][…][…]$60M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: PLGI 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

PL Growth and Income ETF · $60M[…]

PLGI

SPY

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

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

PLGIMeasureSPY

+1.8%Year to dateJan 1 → Nov 4+13.3%

[…]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%

1.25%Expense ratio$125 · $9 a year on $10k · lower is better0.09%

0.50%Trailing 12-mo yield$50 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

0–3SPY wins

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

More Ways to See the Pairs

PLGI vs SPY: Top 5 Holdings

Today

PLGI

22.9%in top 5

SPY

in top 527.3%

PLGIStockSPY

6.1%NVDA7.7%

3.8%AAPL7.4%

not top 5MSFT5.9%

5.2%GOOGL2.5%

4.5%AMZN3.8%

3.4%BSJRnot top 5

Held in common51.3%

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

PLGI vs SPY Returns, Every Period

PLPLGI

[…]

past year

SPYSPDR

+13.4%

past year

PLGISPYFaded: behind in that period

0–1SPY wins

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

Income vs Core: PLGI vs SPY

YTD

PLPLGI

+1.8%

SPYSPDR

+13.3%

+1.8%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.5%Yield1.0%

$59.8MAssets$805B

2–0SPY wins

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

Cost, Income and Risk

Fees: PLGI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PLGI1.25%$125

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

Yields: PLGI, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

PLGI0.50%$50

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

PLGI$50 − $125 = −$75

KeptFee

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

Overlap: PLGI, SPY

Today

51.3%most shared, PLGI and SPY

PLGISPY

PLGI—51.3%

SPY51.3%—

End-of-day Nov 4, 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

PLGIWorst drop[…][…]

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

Paid More vs Made More

YTD

SPYPLGI

+13.3%Year to date+1.8%

1.0%Yield0.5%

+13.4%Past year[…]

0.09%Fee1.25%

3–0SPY 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