Compare · 2 funds side by side · dividends reinvested

THTA and SPY

THTASoFi×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

THTA and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SoFi Enhanced Yield ETFUnsorted0.61%10.39%+13.5%+16.3%[…][…]−2.6%6.2%$67M1.2

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

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: THTA 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

SoFi Enhanced Yield ETF · $67M[…]

THTA

SPY

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

$10,000 five years ago, dividends reinvested

THTAMeasureSPY

+13.5%Year to dateJan 1 → Nov 5+13.3%

+16.3%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.61%Expense ratio$61 · $9 a year on $10k · lower is better0.09%

10.39%Trailing 12-mo yield$1,039 · $99 a year on $10k0.99%

−2.6%Worst dropSmaller is better−8.9%

6.2%VolatilityLower is calmer12.9%

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

5–1THTA wins

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

More Ways to See the Pairs

THTA vs SPY: Top 5 Holdings

Today

THTA

[…]in top 5

SPY

in top 527.7%

THTAStockSPY

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

THTA vs SPY Returns, Every Period

SoFiTHTA

+16.3%

past year

SPYSPDR

+13.4%

past year

THTASPYFaded: behind in that period

2–0THTA wins

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

Unsorted vs Core: THTA vs SPY

YTD

SoFiTHTA

+13.5%

SPYSPDR

+13.3%

+13.5%Year to date+13.3%

−2.6%Worst drop · 1Y−8.9%

6.2%Volatility · 1Y12.9%

10.4%Yield1.0%

$67.3MAssets$805B

4–0THTA wins

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

Cost, Income and Risk

Fees: THTA, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

THTA0.61%$61

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

Yields: THTA, SPY

10.39%highest, THTA

FundTrailing yieldYield$10k

THTA10.39%$1,039

SPY0.99%$99

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

Income After Fees on $10,000

$978most kept, THTA

THTA$1,039 − $61 = $978

SPY$99 − $9 = $90

KeptFee

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

Overlap: THTA, SPY

Today

[…]holdings […]

THTASPY

THTA—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+16.3%THTA, at 6.2% volatility

THTAWorst drop−2.6%6.2% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

THTASPY

+13.5%Year to date+13.3%

10.4%Yield1.0%

+16.3%Past year+13.4%

0.61%Fee0.09%

3–1THTA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026