Compare · 2 funds side by side · dividends reinvested

TILT and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

TILT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Northern Trust Morningstar US Market Factor Tilt ETFUS Stock Styles · Large cap0.26%1.10%+10.1%+13.0%+21.6%+10.2%−8.5%13.0%$2.2B1.4

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%$805B1.6

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: TILT 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2B$16,282

TILT

SPY

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

$10,000 five years ago, dividends reinvested · they hold 70.2% in common

TILTMeasureSPY

+10.1%Year to dateJan 1 → Nov 5+8.3%

+13.0%1 yearTotal return+9.7%

+21.6%3 years · per year$10,000 became $17,969 · $18,174+22.0%

+10.2%5 years · per year$10,000 became $16,282 · $17,099+11.3%

0.26%Expense ratio$26 · $9 a year on $10k · lower is better0.09%

1.10%Trailing 12-mo yield$110 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.6%

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

5–3TILT wins

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

More Ways to See the Pairs

TILT vs SPY: Top 5 Holdings

Today

TILT

18.4%in top 5

SPY

in top 527.7%

TILTStockSPY

5.1%AAPL7.7%

4.7%NVDA7.3%

4.2%MSFT6.2%

2.6%AMZN3.9%

not top 5GOOGL2.6%

1.7%METAnot top 5

Held in common70.2%

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

TILT vs SPY Returns, Every Period

FlexSharesTILT

+10.2%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

TILTSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: TILT vs SPY

YTD

FlexSharesTILT

+10.1%

SPYSPDR

+8.3%

+10.1%Year to date+8.3%

−8.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.6%

1.1%Yield1.0%

$2.2BAssets$805B

4–0TILT wins

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

Cost, Income and Risk

Fees: TILT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TILT0.26%$26

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

Yields: TILT, SPY

1.10%highest, TILT

FundTrailing yieldYield$10k

TILT1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TILT$110 − $26 = $84

KeptFee

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

Overlap: TILT, SPY

Today

70.2%most shared, TILT and SPY

TILTSPY

TILT—70.2%

SPY70.2%—

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

Return vs Bumpiness: 2 ETFs

+13.0%TILT, at 13.0% volatility

TILTWorst drop−8.5%13.0% 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

TILTSPY

+10.1%Year to date+8.3%

1.1%Yield1.0%

+13.0%Past year+9.7%

0.26%Fee0.09%

3–1TILT 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