Compare · 2 funds side by side · dividends reinvested

SUSC and SPY

SUSCiShares×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

SUSC 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

iShares ESG Aware USD Corporate Bond ETFBonds & Cash · Corporate0.18%4.70%−0.5%−0.0%+6.5%−0.2%−4.7%4.6%$1.3B1.6

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: SUSC 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware USD Corporate Bond ETF · $1.3B$9,920

SUSC

SPY

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

$10,000 five years ago, dividends reinvested

SUSCMeasureSPY

−0.5%Year to dateJan 1 → Nov 5+8.3%

−0.0%1 yearTotal return+9.7%

+6.5%3 years · per year$10,000 became $12,064 · $18,174+22.0%

−0.2%5 years · per year$10,000 became $9,920 · $17,099+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

4.70%Trailing 12-mo yield$470 · $103 a year on $10k1.03%

−4.7%Worst dropSmaller is better−8.9%

4.6%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

SUSC vs SPY: Top 5 Holdings

Today

SUSC

[…]in top 5

SPY

in top 527.7%

SUSCStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

SUSC vs SPY Returns, Every Period

iSharesSUSC

−0.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SUSCSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: SUSC vs SPY

YTD

iSharesSUSC

−0.5%

SPYSPDR

+8.3%

−0.5%Year to date+8.3%

−4.7%Worst drop · 1Y−8.9%

4.6%Volatility · 1Y13.6%

4.7%Yield1.0%

$1.3BAssets$819B

3–1SUSC wins

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

Cost, Income and Risk

Fees: SUSC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SUSC0.18%$18

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

Yields: SUSC, SPY

4.70%highest, SUSC

FundTrailing yieldYield$10k

SUSC4.70%$470

SPY1.03%$103

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

Income After Fees on $10,000

$452most kept, SUSC

SUSC$470 − $18 = $452

SPY$103 − $9 = $94

KeptFee

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

Overlap: SUSC, SPY

Today

[…]holdings […]

SUSCSPY

SUSC—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SUSCWorst drop−4.7%4.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SUSCSPY

−0.5%Year to date+8.3%

4.7%Yield1.0%

−0.0%Past year+9.7%

0.18%Fee0.09%

3–1SPY 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