Compare · 2 funds side by side · dividends reinvested

RSSB and SPY

RSSBReturn Stacked×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

RSSB 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Return Stacked Global Stocks & Bonds ETFInternational · Global0.39%3.22%+8.2%+8.7%[…][…]−11.6%16.8%$496M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: RSSB 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Return Stacked Global Stocks & Bonds ETF · $496M[…]

RSSB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

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

RSSBMeasureSPY

+8.2%Year to dateJan 1 → Nov 4+13.3%

+8.7%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

3.22%Trailing 12-mo yield$322 · $99 a year on $10k0.99%

−11.6%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer12.9%

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

1–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RSSB vs SPY: Top 5 Holdings

Today

RSSB

42.8%in top 5

SPY

in top 527.3%

RSSBStockSPY

25.8%SPTMnot top 5

17.0%VXUSnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

RSSB vs SPY Returns, Every Period

Return StackedRSSB

+8.7%

past year

SPYSPDR

+13.4%

past year

RSSBSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: RSSB vs SPY

YTD

Return StackedRSSB

+8.2%

SPYSPDR

+13.3%

+8.2%Year to date+13.3%

−11.6%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y12.9%

3.2%Yield1.0%

$496MAssets$805B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSSB, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

RSSB0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RSSB, SPY

3.22%highest, RSSB

FundTrailing yieldYield$10k

RSSB3.22%$322

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$283most kept, RSSB

RSSB$322 − $39 = $283

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RSSB, SPY

Today

0.0%most shared, RSSB and SPY

RSSBSPY

RSSB—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

RSSBWorst drop−11.6%16.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

RSSBSPY

+8.2%Year to date+13.3%

3.2%Yield1.0%

+8.7%Past year+13.4%

0.39%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026