Compare · 2 funds side by side · dividends reinvested

VOTE and SPY

VOTETCW×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

VOTE 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.4

TCW Transform 500 ETFUnsorted0.05%0.96%+8.8%+9.6%+22.1%+11.1%−9.1%13.9%$1.1B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VOTE 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

TCW Transform 500 ETF · $1.1B$16,943

VOTE

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 95.2% in common

VOTEMeasureSPY

+8.8%Year to dateJan 1 → Nov 6+8.7%

+9.6%1 yearTotal return+9.7%

+22.1%3 years · per year$10,000 became $18,200 · $18,039+21.7%

+11.1%5 years · per year$10,000 became $16,943 · $17,118+11.3%

0.05%Expense ratio$5 · $9 a year on $10k · lower is better0.09%

0.96%Trailing 12-mo yield$96 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

VOTE vs SPY: Top 5 Holdings

Today

VOTE

27.4%in top 5

SPY

in top 527.8%

VOTEStockSPY

7.9%AAPL7.9%

6.6%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common95.2%

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

VOTE vs SPY Returns, Every Period

TCWVOTE

+11.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VOTESPYFaded: behind in that period

2–2Level

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

Unsorted vs Core: VOTE vs SPY

YTD

TCWVOTE

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

1.0%Yield1.0%

$1.1BAssets$778B

2–1SPY wins

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

Cost, Income and Risk

Fees: VOTE, SPY

Today

0.05%lowest, VOTE

FundExpense ratioFee$10k

VOTE0.05%$5

SPY0.09%$9

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

Yields: VOTE, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

VOTE0.96%$96

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VOTE$96 − $5 = $91

KeptFee

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

Overlap: VOTE, SPY

Today

95.2%most shared, VOTE and SPY

VOTESPY

VOTE—95.2%

SPY95.2%—

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

VOTEWorst drop−9.1%13.9% vol

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

Paid More vs Made More

YTD

SPYVOTE

+8.7%Year to date+8.8%

1.0%Yield1.0%

+9.7%Past year+9.6%

0.09%Fee0.05%

2–1VOTE wins

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026