Compare · 2 funds side by side · dividends reinvested

USAF and SPY

USAFAtlas Capital Team×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

USAF 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.42%+3.3%+3.9%[…][…]−4.4%5.8%$15M1.5

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: USAF 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

USAF

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

USAFMeasureSPY

+3.3%Year to dateJan 1 → Nov 4+13.3%

+3.9%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%

0.94%Expense ratio$94 · $9 a year on $10k · lower is better0.09%

2.42%Trailing 12-mo yield$242 · $99 a year on $10k0.99%

−4.4%Worst dropSmaller is better−8.9%

5.8%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

USAF vs SPY: Top 5 Holdings

Today

USAF

43.8%in top 5

SPY

in top 527.3%

USAFStockSPY

10.2%PDBAnot top 5

9.1%VBILnot top 5

9.0%IAUMnot top 5

7.7%GLDMnot top 5

7.7%STIPnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.8%

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

USAF vs SPY Returns, Every Period

Atlas Capital TeamUSAF

+3.9%

past year

SPYSPDR

+13.4%

past year

USAFSPYFaded: behind in that period

0–2SPY wins

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

Stocks vs Core: USAF vs SPY

YTD

Atlas Capital TeamUSAF

+3.3%

SPYSPDR

+13.3%

+3.3%Year to date+13.3%

−4.4%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y12.9%

2.4%Yield1.0%

$15.4MAssets$805B

3–1USAF wins

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

Cost, Income and Risk

Fees: USAF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

USAF0.94%$94

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

Yields: USAF, SPY

2.42%highest, USAF

FundTrailing yieldYield$10k

USAF2.42%$242

SPY0.99%$99

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

Income After Fees on $10,000

$148most kept, USAF

USAF$242 − $94 = $148

SPY$99 − $9 = $90

KeptFee

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

Overlap: USAF, SPY

Today

0.8%most shared, USAF and SPY

USAFSPY

USAF—0.8%

SPY0.8%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

USAFWorst drop−4.4%5.8% 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

USAFSPY

+3.3%Year to date+13.3%

2.4%Yield1.0%

+3.9%Past year+13.4%

0.94%Fee0.09%

3–1SPY 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026