Compare · 2 funds side by side · dividends reinvested

SURE and SPY

SUREAdvisorShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

SURE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AdvisorShares Insider Advantage ETFUnsorted0.98%0.84%+20.5%+26.2%+19.5%+10.6%−7.1%13.1%$59M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SURE 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Insider Advantage ETF · $59M$16,527

SURE

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

SUREMeasureSPY

+20.5%Year to dateJan 1 → Nov 6+8.7%

+26.2%1 yearTotal return+9.7%

+19.5%3 years · per year$10,000 became $17,084 · $18,039+21.7%

+10.6%5 years · per year$10,000 became $16,527 · $17,118+11.3%

0.98%Expense ratio$98 · $9 a year on $10k · lower is better0.09%

0.84%Trailing 12-mo yield$84 · $103 a year on $10k1.03%

−7.1%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SURE vs SPY: Top 5 Holdings

Today

SURE

6.7%in top 5

SPY

in top 527.8%

SUREStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.5%EVERnot top 5

1.4%STGWnot top 5

1.3%CROXnot top 5

1.2%HASnot top 5

1.2%EXELnot top 5

Held in common8.6%

End-of-day Nov 6, 2026 · share of each fund

SURE vs SPY Returns, Every Period

AdvisorSharesSURE

+10.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SURESPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: SURE vs SPY

YTD

AdvisorSharesSURE

+20.5%

SPYSPDR

+8.7%

+20.5%Year to date+8.7%

−7.1%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

0.8%Yield1.0%

$58.9MAssets$819B

3–1SURE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SURE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SURE0.98%$98

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SURE, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SURE0.84%$84

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SURE$84 − $98 = −$14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SURE, SPY

Today

8.6%most shared, SURE and SPY

SURESPY

SURE—8.6%

SPY8.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.2%SURE, at 13.1% volatility

SUREWorst drop−7.1%13.1% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSURE

+8.7%Year to date+20.5%

1.0%Yield0.8%

+9.7%Past year+26.2%

0.09%Fee0.98%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026