Compare · 2 funds side by side · dividends reinvested

SHEH and SPY

SHEHADR hedged×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

SHEH 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%$819B1.4

Shell plc ADRhedgedUnsorted0.20%1.69%+37.6%+33.8%[…][…]−17.5%22.4%$1M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SHEH 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Shell plc ADRhedged · $1M[…]

SHEH

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

SHEHMeasureSPY

+37.6%Year to dateJan 1 → Nov 5+8.3%

+33.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

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

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

1.69%Trailing 12-mo yield$169 · $103 a year on $10k1.03%

−17.5%Worst dropSmaller is better−8.9%

22.4%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

SHEH vs SPY: Top 5 Holdings

Today

SHEH

97.2%in top 5

SPY

in top 527.7%

SHEHStockSPY

97.2%SHELnot 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

SHEH vs SPY Returns, Every Period

ADR hedgedSHEH

+33.8%

past year

SPYSPDR

+9.7%

past year

SHEHSPYFaded: behind in that period

2–0SHEH wins

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

Unsorted vs Core: SHEH vs SPY

YTD

ADR hedgedSHEH

+37.6%

SPYSPDR

+8.3%

+37.6%Year to date+8.3%

−17.5%Worst drop · 1Y−8.9%

22.4%Volatility · 1Y13.6%

1.7%Yield1.0%

$1.5MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: SHEH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SHEH0.20%$20

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

Yields: SHEH, SPY

1.69%highest, SHEH

FundTrailing yieldYield$10k

SHEH1.69%$169

SPY1.03%$103

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

Income After Fees on $10,000

$149most kept, SHEH

SHEH$169 − $20 = $149

SPY$103 − $9 = $94

KeptFee

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

Overlap: SHEH, SPY

Today

0.0%most shared, SHEH and SPY

SHEHSPY

SHEH—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.8%SHEH, at 22.4% volatility

SPYWorst drop−8.9%13.6% vol

SHEHWorst drop−17.5%22.4% vol

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

Paid More vs Made More

YTD

SHEHSPY

+37.6%Year to date+8.3%

1.7%Yield1.0%

+33.8%Past year+9.7%

0.20%Fee0.09%

3–1SHEH 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026