Compare · 2 funds side by side · dividends reinvested

TOPC and SPY

TOPCiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

TOPC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 3% Capped ETFLow-Cost Core · S&P 5000.15%1.02%+14.0%+15.1%[…][…]−8.0%12.3%$33M1.2

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%$798B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: TOPC 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 3% Capped ETF · $33M[…]

TOPC

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 85.3% in common

TOPCMeasureSPY

+14.0%Year to dateJan 1 → Nov 4+13.3%

+15.1%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%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

1.02%Trailing 12-mo yield$102 · $99 a year on $10k0.99%

−8.0%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer12.9%

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

5–1TOPC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOPC vs SPY: Top 5 Holdings

Today

TOPC

14.9%in top 5

SPY

in top 527.3%

TOPCStockSPY

2.8%NVDA7.7%

3.2%AAPL7.4%

3.2%MSFT5.9%

3.0%AMZN3.8%

2.7%AVGOnot top 5

not top 5GOOGL2.5%

Held in common85.3%

End-of-day Nov 4, 2026 · share of each fund

TOPC vs SPY Returns, Every Period

iSharesTOPC

+15.1%

past year

SPYSPDR

+13.4%

past year

TOPCSPYFaded: behind in that period

2–0TOPC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TOPC vs SPY

YTD

iSharesTOPC

+14.0%

SPYSPDR

+13.3%

+14.0%Year to date+13.3%

−8.0%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y12.9%

1.0%Yield1.0%

$32.8MAssets$798B

3–0TOPC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TOPC0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TOPC, SPY

1.02%highest, TOPC

FundTrailing yieldYield$10k

TOPC1.02%$102

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TOPC$102 − $15 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TOPC, SPY

Today

85.3%most shared, TOPC and SPY

TOPCSPY

TOPC—85.3%

SPY85.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.1%TOPC, at 12.3% volatility

TOPCWorst drop−8.0%12.3% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TOPCSPY

+14.0%Year to date+13.3%

1.0%Yield1.0%

+15.1%Past year+13.4%

0.15%Fee0.09%

2–1TOPC wins

End-of-day Nov 4, 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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026