Compare · 2 funds side by side · dividends reinvested

SFTY and SPY

SFTYHorizon Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

SFTY and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Horizon Funds - Horizon Managed Risk ETFIncome · Covered calls0.77%0.17%+11.5%+14.2%[…][…]−8.6%13.0%$783M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SFTY 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Managed Risk ETF · $783M[…]

SFTY

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

SFTYMeasureSPY

+11.5%Year to dateJan 1 → Nov 9+11.2%

+14.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.77%Expense ratio$77 · $9 a year on $10k · lower is better0.09%

0.17%Trailing 12-mo yield$17 · $101 a year on $10k1.01%

−8.6%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

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

4–2SFTY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SFTY vs SPY: Top 5 Holdings

Today

SFTY

25.1%in top 5

SPY

in top 527.8%

SFTYStockSPY

not top 5AAPL7.9%

5.9%NVDA7.1%

6.5%MAGSnot top 5

5.8%MSFT6.2%

4.6%GOOGL2.6%

not top 5AMZN4.0%

2.4%LLYnot top 5

Held in common52.8%

End-of-day Nov 9, 2026 · share of each fund

SFTY vs SPY Returns, Every Period

Horizon FundsSFTY

+14.2%

past year

SPYSPDR

+13.5%

past year

SFTYSPYFaded: behind in that period

2–0SFTY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: SFTY vs SPY

YTD

Horizon FundsSFTY

+11.5%

SPYSPDR

+11.2%

+11.5%Year to date+11.2%

−8.6%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

0.2%Yield1.0%

$783MAssets$778B

3–1SFTY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SFTY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SFTY0.77%$77

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SFTY, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SFTY0.17%$17

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SFTY$17 − $77 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SFTY, SPY

Today

52.8%most shared, SFTY and SPY

SFTYSPY

SFTY—52.8%

SPY52.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.2%SFTY, at 13.0% volatility

SFTYWorst drop−8.6%13.0% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSFTY

+11.2%Year to date+11.5%

1.0%Yield0.2%

+13.5%Past year+14.2%

0.09%Fee0.77%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026