Compare · 2 funds side by side · dividends reinvested

PSQO and SPY

PSQOPalmer Square×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

PSQO 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.4

Palmer Square Credit Opportunities ETFBonds & Cash · Corporate0.51%4.58%+3.4%+4.5%[…][…]−1.5%2.6%$310M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PSQO 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Palmer Square Credit Opportunities ETF · $310M[…]

PSQO

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested

PSQOMeasureSPY

+3.4%Year to dateJan 1 → Nov 3+11.5%

+4.5%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.51%Expense ratio$51 · $9 a year on $10k · lower is better0.09%

4.58%Trailing 12-mo yield$458 · $101 a year on $10k1.01%

−1.5%Worst dropSmaller is better−8.9%

2.6%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

PSQO vs SPY: Top 5 Holdings

Today

PSQO

[…]in top 5

SPY

in top 527.4%

PSQOStockSPY

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PSQO vs SPY Returns, Every Period

Palmer SquarePSQO

+4.5%

past year

SPYSPDR

+11.8%

past year

PSQOSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Core: PSQO vs SPY

YTD

Palmer SquarePSQO

+3.4%

SPYSPDR

+11.5%

+3.4%Year to date+11.5%

−1.5%Worst drop · 1Y−8.9%

2.6%Volatility · 1Y12.8%

4.6%Yield1.0%

$310MAssets$798B

3–1PSQO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSQO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PSQO0.51%$51

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PSQO, SPY

4.58%highest, PSQO

FundTrailing yieldYield$10k

PSQO4.58%$458

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$407most kept, PSQO

PSQO$458 − $51 = $407

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PSQO, SPY

Today

[…]holdings […]

PSQOSPY

PSQO—[…]

SPY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

PSQOWorst drop−1.5%2.6% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PSQOSPY

+3.4%Year to date+11.5%

4.6%Yield1.0%

+4.5%Past year+11.8%

0.51%Fee0.09%

3–1SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026