Compare · 2 funds side by side · dividends reinvested

SEMG and SPY

SEMGSuncoast×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

SEMG 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%$798B1.0

Suncoast Select Growth ETFUS Stock Styles · Growth0.60%0.05%+2.5%+3.5%[…][…]−15.7%13.6%$63M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: SEMG 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Suncoast Select Growth ETF · $63M[…]

SEMG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

SEMGMeasureSPY

+2.5%Year to dateJan 1 → Nov 4+13.3%

+3.5%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%

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

0.05%Trailing 12-mo yield$5 · $99 a year on $10k0.99%

−15.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

0–6SPY wins

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

More Ways to See the Pairs

SEMG vs SPY: Top 5 Holdings

Today

SEMG

41.2%in top 5

SPY

in top 527.3%

SEMGStockSPY

10.7%NVDA7.7%

9.2%GOOGL2.5%

9.0%MSFT5.9%

not top 5AAPL7.4%

7.0%Vnot top 5

5.4%MCKnot top 5

not top 5AMZN3.8%

Held in common33.2%

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

SEMG vs SPY Returns, Every Period

SuncoastSEMG

+3.5%

past year

SPYSPDR

+13.4%

past year

SEMGSPYFaded: behind in that period

0–2SPY wins

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

Stocks vs Core: SEMG vs SPY

YTD

SuncoastSEMG

+2.5%

SPYSPDR

+13.3%

+2.5%Year to date+13.3%

−15.7%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.0%Yield1.0%

$63.3MAssets$798B

4–0SPY wins

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

Cost, Income and Risk

Fees: SEMG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SEMG0.60%$60

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

Yields: SEMG, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

SEMG0.05%$5

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SEMG$5 − $60 = −$55

KeptFee

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

Overlap: SEMG, SPY

Today

33.2%most shared, SEMG and SPY

SEMGSPY

SEMG—33.2%

SPY33.2%—

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

SEMGWorst drop−15.7%13.6% vol

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

Paid More vs Made More

YTD

SPYSEMG

+13.3%Year to date+2.5%

1.0%Yield0.0%

+13.4%Past year+3.5%

0.09%Fee0.60%

4–0SPY 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026