Compare · 2 funds side by side · dividends reinvested

USPX and SPY

USPXFranklin Templeton×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,172USPX · best of the two

02 / 04

USPX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.07%+8.3%+9.0%+21.8%+11.4%−9.1%13.7%$2.0B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: USPX 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Equity Index ETF · $2.0B$17,172

USPX

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 94.9% in common

USPXMeasureSPY

+8.3%Year to dateJan 1 → Nov 6+8.7%

+9.0%1 yearTotal return+9.7%

+21.8%3 years · per year$10,000 became $18,060 · $18,039+21.7%

+11.4%5 years · per year$10,000 became $17,172 · $17,118+11.3%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.07%Trailing 12-mo yield$107 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USPX vs SPY: Top 5 Holdings

Today

USPX

27.6%in top 5

SPY

in top 527.8%

USPXStockSPY

8.0%AAPL7.9%

6.7%NVDA6.9%

6.3%MSFT6.3%

4.1%AMZN4.0%

2.6%GOOGL2.6%

Held in common94.9%

End-of-day Nov 6, 2026 · share of each fund

USPX vs SPY Returns, Every Period

Franklin TempletonUSPX

+11.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

USPXSPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: USPX vs SPY

YTD

Franklin TempletonUSPX

+8.3%

SPYSPDR

+8.7%

+8.3%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

1.1%Yield1.0%

$2.0BAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USPX, SPY

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USPX, SPY

1.07%highest, USPX

FundTrailing yieldYield$10k

USPX1.07%$107

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, USPX

USPX$107 − $3 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USPX, SPY

Today

94.9%most shared, USPX and SPY

USPXSPY

USPX—94.9%

SPY94.9%—

End-of-day Nov 6, 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

USPXWorst drop−9.1%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USPXSPY

+8.3%Year to date+8.7%

1.1%Yield1.0%

+9.0%Past year+9.7%

0.03%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026