Compare · 2 funds side by side · dividends reinvested

RSEE and SPY

RSEERareview×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

RSEE 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%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.0

Rareview Systematic Equity ETFUnsorted3.03%0.00%+6.2%+8.8%+18.7%[…]−12.9%20.1%$75M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: RSEE 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Rareview Systematic Equity ETF · $75M[…]

RSEE

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RSEEMeasureSPY

+6.2%Year to dateJan 1 → Nov 5+8.3%

+8.8%1 yearTotal return+9.7%

+18.7%3 years · per year$10,000 became $16,733 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

3.03%Expense ratio$303 · $9 a year on $10k · lower is better0.09%

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

−12.9%Worst dropSmaller is better−8.9%

20.1%VolatilityLower is calmer13.6%

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

0–7SPY wins

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

More Ways to See the Pairs

RSEE vs SPY: Top 5 Holdings

Today

RSEE

220.4%in top 5

SPY

in top 527.7%

RSEEStockSPY

68.6%VOOnot top 5

50.1%VEAnot top 5

49.0%RMMEnot top 5

32.6%QQQnot top 5

20.2%VBnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RSEE vs SPY Returns, Every Period

RareviewRSEE

+8.8%

past year

SPYSPDR

+9.7%

past year

RSEESPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: RSEE vs SPY

YTD

RareviewRSEE

+6.2%

SPYSPDR

+8.3%

+6.2%Year to date+8.3%

−12.9%Worst drop · 1Y−8.9%

20.1%Volatility · 1Y13.6%

0.0%Yield1.0%

$74.6MAssets$805B

4–0SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSEE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RSEE3.03%$303

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RSEE, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

RSEE0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RSEE$0 − $303 = −$303

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RSEE, SPY

Today

0.0%most shared, RSEE and SPY

RSEESPY

RSEE—0.0%

SPY0.0%—

End-of-day Nov 5, 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

RSEEWorst drop−12.9%20.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYRSEE

+8.3%Year to date+6.2%

1.0%Yield0.0%

+9.7%Past year+8.8%

0.09%Fee3.03%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026