Compare · 2 funds side by side · dividends reinvested

TUG and SPY

TUGShelton Capital×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

TUG 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%$805B1.1

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.56%+7.7%+7.2%+20.8%[…]−12.8%20.4%$35M1.9

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: TUG 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

SPY

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

$10,000 five years ago, dividends reinvested · they hold 52.3% in common

TUGMeasureSPY

+7.7%Year to dateJan 1 → Nov 5+8.3%

+7.2%1 yearTotal return+9.7%

+20.8%3 years · per year$10,000 became $17,642 · $18,174+22.0%

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

0.65%Expense ratio$65 · $9 a year on $10k · lower is better0.09%

1.56%Trailing 12-mo yield$156 · $103 a year on $10k1.03%

−12.8%Worst dropSmaller is better−8.9%

20.4%VolatilityLower is calmer13.6%

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

1–6SPY wins

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

More Ways to See the Pairs

TUG vs SPY: Top 5 Holdings

Today

TUG

34.1%in top 5

SPY

in top 527.7%

TUGStockSPY

9.1%AAPL7.7%

8.3%NVDA7.3%

7.3%MSFT6.2%

4.9%AMZN3.9%

4.5%MUnot top 5

not top 5GOOGL2.6%

Held in common52.3%

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

TUG vs SPY Returns, Every Period

Shelton CapitalTUG

+7.2%

past year

SPYSPDR

+9.7%

past year

TUGSPYFaded: behind in that period

0–3SPY wins

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

Stocks vs Core: TUG vs SPY

YTD

Shelton CapitalTUG

+7.7%

SPYSPDR

+8.3%

+7.7%Year to date+8.3%

−12.8%Worst drop · 1Y−8.9%

20.4%Volatility · 1Y13.6%

1.6%Yield1.0%

$34.8MAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: TUG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TUG0.65%$65

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

Yields: TUG, SPY

1.56%highest, TUG

FundTrailing yieldYield$10k

TUG1.56%$156

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

TUG$156 − $65 = $91

KeptFee

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

Overlap: TUG, SPY

Today

52.3%most shared, TUG and SPY

TUGSPY

TUG—52.3%

SPY52.3%—

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

SPYWorst drop−8.9%13.6% vol

TUGWorst drop−12.8%20.4% vol

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

Paid More vs Made More

YTD

TUGSPY

+7.7%Year to date+8.3%

1.6%Yield1.0%

+7.2%Past year+9.7%

0.65%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