Compare · 2 funds side by side · dividends reinvested

SGLC and SPY

SGLCSummit Global Investments×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

SGLC 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%$798B1.3

SGI U.S. Large Cap Core ETFUS Stock Styles · Large cap0.85%0.20%+16.9%+19.6%+23.7%[…]−9.7%15.0%$228M1.7

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: SGLC 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

SGI U.S. Large Cap Core ETF · $228M[…]

SGLC

SPY

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

$10,000 five years ago, dividends reinvested · they hold 64.3% in common

SGLCMeasureSPY

+16.9%Year to dateJan 1 → Nov 4+13.3%

+19.6%1 yearTotal return+13.4%

+23.7%3 years · per year$10,000 became $18,908 · $19,132+24.1%

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

0.85%Expense ratio$85 · $9 a year on $10k · lower is better0.09%

0.20%Trailing 12-mo yield$20 · $99 a year on $10k0.99%

−9.7%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.9%

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

2–5SPY wins

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

More Ways to See the Pairs

SGLC vs SPY: Top 5 Holdings

Today

SGLC

29.2%in top 5

SPY

in top 527.3%

SGLCStockSPY

8.1%NVDA7.7%

7.8%AAPL7.4%

6.2%MSFT5.9%

4.2%AMZN3.8%

2.9%GOOGL2.5%

Held in common64.3%

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

SGLC vs SPY Returns, Every Period

Summit Global InvestmentsSGLC

+19.6%

past year

SPYSPDR

+13.4%

past year

SGLCSPYFaded: behind in that period

2–1SGLC wins

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

Stocks vs Core: SGLC vs SPY

YTD

Summit Global InvestmentsSGLC

+16.9%

SPYSPDR

+13.3%

+16.9%Year to date+13.3%

−9.7%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.9%

0.2%Yield1.0%

$228MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: SGLC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SGLC0.85%$85

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

Yields: SGLC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

SGLC0.20%$20

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SGLC$20 − $85 = −$65

KeptFee

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

Overlap: SGLC, SPY

Today

64.3%most shared, SGLC and SPY

SGLCSPY

SGLC—64.3%

SPY64.3%—

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

Return vs Bumpiness: 2 ETFs

+19.6%SGLC, at 15.0% volatility

SPYWorst drop−8.9%12.9% vol

SGLCWorst drop−9.7%15.0% vol

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

Paid More vs Made More

YTD

SPYSGLC

+13.3%Year to date+16.9%

1.0%Yield0.2%

+13.4%Past year+19.6%

0.09%Fee0.85%

2–2level

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