Compare · 2 funds side by side · dividends reinvested

SUSL and SPY

SUSLiShares×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

SUSL 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

iShares ESG MSCI USA Leaders ETFUS Stock Styles · Large cap0.10%0.97%+8.6%+9.9%+22.1%+11.0%−11.4%14.9%$1.2B1.8

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: SUSL 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG MSCI USA Leaders ETF · $1.2B$16,856

SUSL

SPY

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

$10,000 five years ago, dividends reinvested · they hold 52.2% in common

SUSLMeasureSPY

+8.6%Year to dateJan 1 → Nov 6+8.7%

+9.9%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,205 · $18,039+21.7%

+11.0%5 years · per year$10,000 became $16,856 · $17,118+11.3%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

0.97%Trailing 12-mo yield$97 · $103 a year on $10k1.03%

−11.4%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

SUSL vs SPY: Top 5 Holdings

Today

SUSL

36.4%in top 5

SPY

in top 527.8%

SUSLStockSPY

12.6%NVDA6.9%

11.4%MSFT6.3%

not top 5AAPL7.9%

5.0%GOOGL2.6%

not top 5AMZN4.0%

4.0%GOOGnot top 5

3.3%LLYnot top 5

Held in common52.2%

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

SUSL vs SPY Returns, Every Period

iSharesSUSL

+11.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

SUSLSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: SUSL vs SPY

YTD

iSharesSUSL

+8.6%

SPYSPDR

+8.7%

+8.6%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.6%

1.0%Yield1.0%

$1.2BAssets$819B

3–0SPY wins

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

Cost, Income and Risk

Fees: SUSL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SUSL0.10%$10

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

Yields: SUSL, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SUSL0.97%$97

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SUSL$97 − $10 = $87

KeptFee

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

Overlap: SUSL, SPY

Today

52.2%most shared, SUSL and SPY

SUSLSPY

SUSL—52.2%

SPY52.2%—

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

Return vs Bumpiness: 2 ETFs

+9.9%SUSL, at 14.9% volatility

SPYWorst drop−8.9%13.6% vol

SUSLWorst drop−11.4%14.9% vol

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

Paid More vs Made More

YTD

SPYSUSL

+8.7%Year to date+8.6%

1.0%Yield1.0%

+9.7%Past year+9.9%

0.09%Fee0.10%

2–1SPY wins

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