Compare · 2 funds side by side · dividends reinvested

REVS and SPY

REVSColumbia Threadneedle×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,995REVS · best of the two

02 / 04

REVS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Value ETFUS Stock Styles · Value0.20%1.77%+20.6%+24.9%+22.6%+12.5%−6.9%11.9%$401M1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: REVS 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Value ETF · $401M$17,995

REVS

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

REVSMeasureSPY

+20.6%Year to dateJan 1 → Nov 6+8.7%

+24.9%1 yearTotal return+9.7%

+22.6%3 years · per year$10,000 became $18,422 · $18,039+21.7%

+12.5%5 years · per year$10,000 became $17,995 · $17,118+11.3%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.77%Trailing 12-mo yield$177 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.6%

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

7–1REVS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REVS vs SPY: Top 5 Holdings

Today

REVS

24.8%in top 5

SPY

in top 527.8%

REVSStockSPY

8.7%AAPL7.9%

7.7%MSFT6.3%

not top 5NVDA6.9%

not top 5AMZN4.0%

3.0%BACnot top 5

2.9%CVXnot top 5

not top 5GOOGL2.6%

2.5%MOnot top 5

Held in common29.4%

End-of-day Nov 6, 2026 · share of each fund

REVS vs SPY Returns, Every Period

Columbia ThreadneedleREVS

+12.5%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

REVSSPYFaded: behind in that period

4–0REVS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: REVS vs SPY

YTD

Columbia ThreadneedleREVS

+20.6%

SPYSPDR

+8.7%

+20.6%Year to date+8.7%

−6.9%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.6%

1.8%Yield1.0%

$401MAssets$778B

4–0REVS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REVS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

REVS0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: REVS, SPY

1.77%highest, REVS

FundTrailing yieldYield$10k

REVS1.77%$177

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$157most kept, REVS

REVS$177 − $20 = $157

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: REVS, SPY

Today

29.4%most shared, REVS and SPY

REVSSPY

REVS—29.4%

SPY29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.9%REVS, at 11.9% volatility

REVSWorst drop−6.9%11.9% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

REVSSPY

+20.6%Year to date+8.7%

1.8%Yield1.0%

+24.9%Past year+9.7%

0.20%Fee0.09%

3–1REVS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026