Compare · 2 funds side by side · dividends reinvested

RND and SPY

RNDFirst Trust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

RND 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.0

First Trust Bloomberg R&D Leaders ETFUnsorted0.60%0.00%+3.6%+2.6%[…][…]−14.5%18.0%$10M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: RND 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg R&D Leaders ETF · $10M[…]

RND

SPY

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

$10,000 five years ago, dividends reinvested · they hold 44.9% in common

RNDMeasureSPY

+3.6%Year to dateJan 1 → Nov 6+8.7%

+2.6%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.60%Expense ratio$60 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−14.5%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.6%

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

0–6SPY wins

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

More Ways to See the Pairs

RND vs SPY: Top 5 Holdings

Today

RND

40.6%in top 5

SPY

in top 527.8%

RNDStockSPY

9.0%MSFT6.3%

8.9%AMZN4.0%

8.9%AAPL7.9%

7.0%GOOGL2.6%

6.8%NVDA6.9%

Held in common44.9%

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

RND vs SPY Returns, Every Period

First TrustRND

+2.6%

past year

SPYSPDR

+9.7%

past year

RNDSPYFaded: behind in that period

0–2SPY wins

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

Unsorted vs Core: RND vs SPY

YTD

First TrustRND

+3.6%

SPYSPDR

+8.7%

+3.6%Year to date+8.7%

−14.5%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.6%

0.0%Yield1.0%

$9.9MAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: RND, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RND0.60%$60

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

Yields: RND, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

RND0.00%$0

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RND$0 − $60 = −$60

KeptFee

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

Overlap: RND, SPY

Today

44.9%most shared, RND and SPY

RNDSPY

RND—44.9%

SPY44.9%—

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

SPYWorst drop−8.9%13.6% vol

RNDWorst drop−14.5%18.0% vol

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

Paid More vs Made More

YTD

SPYRND

+8.7%Year to date+3.6%

1.0%Yield0.0%

+9.7%Past year+2.6%

0.09%Fee0.60%

4–0SPY 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