Compare · 3 funds side by side · dividends reinvested

SSUS, SPY and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

SSUS, SPY and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

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%$805B2.1

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$600M2.5

Rank among the three1st → 3rdFee, 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: SSUS 2020 · SPY 1993 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $600M$15,472

SSUS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

SSUSMeasureSPY

+10.4%Year to dateJan 1 → Nov 5+8.3%

+11.3%1 yearTotal return+9.7%

+18.1%3 years · per year$10,000 became $16,456 · $18,174+22.0%

+9.1%5 years · per year$10,000 became $15,472 · $17,099+11.3%

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

0.47%Trailing 12-mo yield$47 · $103 a year on $10k1.03%

−9.0%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

SSUS vs SPY: Top 5 Holdings

Today

SSUS

73.5%in top 5

SPY

in top 527.7%

SSUSStockSPY

32.7%XLKnot top 5

11.0%XLFnot top 5

10.6%XLInot top 5

9.9%XLVnot top 5

9.2%XLYnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common11.1%

End-of-day Nov 5, 2026 · share of each fund

SSUS vs SPY Returns, Every Period

Day HaganSSUS

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SSUSSPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: SSUS vs SPYM

YTD

Day HaganSSUS

+10.4%

SPYMSPDR

+8.4%

+10.4%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

0.5%Yield1.1%

$600MAssets$182B

3–1SPYM wins

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

Cost, Income and Risk

Fees: SSUS, SPY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

SSUS0.77%$77

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

Yields: SSUS, SPY, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

SPY1.03%$103

SSUS0.47%$47

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: SSUS, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SSUSSPYSPYM

SSUS—11.1%11.1%

SPY11.1%—99.9%

SPYM11.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.3%SSUS, at 14.5% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

SPYMSSUS

+8.4%Year to date+10.4%

1.1%Yield0.5%

+9.8%Past year+11.3%

0.02%Fee0.77%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026