Compare · 2 funds side by side · dividends reinvested

SPIN and SPY

SPINSPDR×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

SPIN 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

State Street US Equity Premium Income ETFIncome · Premium income0.25%4.92%+7.6%+8.4%[…][…]−9.8%11.9%$45M1.7

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: SPIN 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Equity Premium Income ETF · $45M[…]

SPIN

SPY

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

$10,000 five years ago, dividends reinvested · they hold 58.2% in common

SPINMeasureSPY

+7.6%Year to dateJan 1 → Nov 4+13.3%

+8.4%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%

0.25%Expense ratio$25 · $9 a year on $10k · lower is better0.09%

4.92%Trailing 12-mo yield$492 · $99 a year on $10k0.99%

−9.8%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer12.9%

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

2–4SPY wins

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

More Ways to See the Pairs

SPIN vs SPY: Top 5 Holdings

Today

SPIN

32.2%in top 5

SPY

in top 527.3%

SPINStockSPY

9.2%NVDA7.7%

7.5%MSFT5.9%

6.0%AAPL7.4%

4.9%AMZN3.8%

4.6%GOOGL2.5%

Held in common58.2%

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

SPIN vs SPY Returns, Every Period

SPDRSPIN

+8.4%

past year

SPYSPDR

+13.4%

past year

SPINSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: SPIN vs SPY

YTD

SPDRSPIN

+7.6%

SPYSPDR

+13.3%

+7.6%Year to date+13.3%

−9.8%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.9%

4.9%Yield1.0%

$44.7MAssets$798B

2–2level

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

Cost, Income and Risk

Fees: SPIN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SPIN0.25%$25

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

Yields: SPIN, SPY

4.92%highest, SPIN

FundTrailing yieldYield$10k

SPIN4.92%$492

SPY0.99%$99

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

Income After Fees on $10,000

$467most kept, SPIN

SPIN$492 − $25 = $467

SPY$99 − $9 = $90

KeptFee

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

Overlap: SPIN, SPY

Today

58.2%most shared, SPIN and SPY

SPINSPY

SPIN—58.2%

SPY58.2%—

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

SPINWorst drop−9.8%11.9% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPINSPY

+7.6%Year to date+13.3%

4.9%Yield1.0%

+8.4%Past year+13.4%

0.25%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%

$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