Compare · 2 funds side by side · dividends reinvested

RISR and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,978RISR · best of the two

02 / 04

RISR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FolioBeyond Alternative Income and Interest Rate Hedge ETFIncome · Dividend stocks1.04%5.83%+7.3%+8.6%+9.4%+14.8%−1.9%5.3%$482M1.5

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%$819B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: RISR 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $482M$19,978

RISR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested

RISRMeasureSPY

+7.3%Year to dateJan 1 → Nov 6+8.7%

+8.6%1 yearTotal return+9.7%

+9.4%3 years · per year$10,000 became $13,103 · $18,039+21.7%

+14.8%5 years · per year$10,000 became $19,978 · $17,118+11.3%

1.04%Expense ratio$104 · $9 a year on $10k · lower is better0.09%

5.83%Trailing 12-mo yield$583 · $103 a year on $10k1.03%

−1.9%Worst dropSmaller is better−8.9%

5.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

RISR vs SPY: Top 5 Holdings

Today

RISR

[…]in top 5

SPY

in top 527.8%

RISRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

RISR vs SPY Returns, Every Period

FolioBeyondRISR

+14.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

RISRSPYFaded: behind in that period

1–3SPY wins

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

Income vs Core: RISR vs SPY

YTD

FolioBeyondRISR

+7.3%

SPYSPDR

+8.7%

+7.3%Year to date+8.7%

−1.9%Worst drop · 1Y−8.9%

5.3%Volatility · 1Y13.6%

5.8%Yield1.0%

$482MAssets$819B

3–1RISR wins

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

Cost, Income and Risk

Fees: RISR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RISR1.04%$104

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

Yields: RISR, SPY

5.83%highest, RISR

FundTrailing yieldYield$10k

RISR5.83%$583

SPY1.03%$103

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

Income After Fees on $10,000

$479most kept, RISR

RISR$583 − $104 = $479

SPY$103 − $9 = $94

KeptFee

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

Overlap: RISR, SPY

Today

[…]holdings […]

RISRSPY

RISR—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

RISRWorst drop−1.9%5.3% 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

RISRSPY

+7.3%Year to date+8.7%

5.8%Yield1.0%

+8.6%Past year+9.7%

1.04%Fee0.09%

3–1SPY 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026