Compare · 2 funds side by side · dividends reinvested

SWP and SPY

SWPSWP Investment Management×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

SWP 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%$805B1.3

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.83%+2.7%+4.8%[…][…]−10.0%12.9%$146M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SWP 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $146M[…]

SWP

SPY

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

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

SWPMeasureSPY

+2.7%Year to dateJan 1 → Nov 5+8.3%

+4.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.99%Expense ratio$99 · $9 a year on $10k · lower is better0.09%

9.83%Trailing 12-mo yield$983 · $103 a year on $10k1.03%

−10.0%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

2–4SPY wins

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

More Ways to See the Pairs

SWP vs SPY: Top 5 Holdings

Today

SWP

22.1%in top 5

SPY

in top 527.7%

SWPStockSPY

4.9%AAPL7.7%

3.9%NVDA7.3%

6.0%MSFT6.2%

4.0%IBMnot top 5

not top 5AMZN3.9%

3.4%METAnot top 5

not top 5GOOGL2.6%

Held in common32.3%

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

SWP vs SPY Returns, Every Period

SWP Investment ManagementSWP

+4.8%

past year

SPYSPDR

+9.7%

past year

SWPSPYFaded: behind in that period

0–2SPY wins

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

Income vs Core: SWP vs SPY

YTD

SWP Investment ManagementSWP

+2.7%

SPYSPDR

+8.3%

+2.7%Year to date+8.3%

−10.0%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

9.8%Yield1.0%

$146MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: SWP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SWP0.99%$99

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

Yields: SWP, SPY

9.83%highest, SWP

FundTrailing yieldYield$10k

SWP9.83%$983

SPY1.03%$103

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

Income After Fees on $10,000

$884most kept, SWP

SWP$983 − $99 = $884

SPY$103 − $9 = $94

KeptFee

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

Overlap: SWP, SPY

Today

32.3%most shared, SWP and SPY

SWPSPY

SWP—32.3%

SPY32.3%—

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

SWPWorst drop−10.0%12.9% 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

SWPSPY

+2.7%Year to date+8.3%

9.8%Yield1.0%

+4.8%Past year+9.7%

0.99%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$805B

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%

$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