Compare · 2 funds side by side · dividends reinvested

VSLU and SPY

VSLUApplied Finance×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,347VSLU · best of the two

02 / 04

VSLU and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.42%+9.1%+9.5%+22.8%+12.9%−9.2%13.1%$600M1.5

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: VSLU 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance Valuation Large Cap ETF · $600M$18,347

VSLU

SPY

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

$10,000 five years ago, dividends reinvested · they hold 59.7% in common

VSLUMeasureSPY

+9.1%Year to dateJan 1 → Nov 6+8.7%

+9.5%1 yearTotal return+9.7%

+22.8%3 years · per year$10,000 became $18,501 · $18,039+21.7%

+12.9%5 years · per year$10,000 became $18,347 · $17,118+11.3%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

0.42%Trailing 12-mo yield$42 · $103 a year on $10k1.03%

−9.2%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.6%

VSLUSPY 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

VSLU vs SPY: Top 5 Holdings

Today

VSLU

36.6%in top 5

SPY

in top 527.8%

VSLUStockSPY

10.5%AAPL7.9%

8.6%MSFT6.3%

8.3%NVDA6.9%

5.0%GOOGL2.6%

4.2%METAnot top 5

not top 5AMZN4.0%

Held in common59.7%

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

VSLU vs SPY Returns, Every Period

Applied FinanceVSLU

+12.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

VSLUSPYFaded: behind in that period

3–1VSLU wins

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

Stocks vs Core: VSLU vs SPY

YTD

Applied FinanceVSLU

+9.1%

SPYSPDR

+8.7%

+9.1%Year to date+8.7%

−9.2%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

0.4%Yield1.0%

$600MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: VSLU, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

VSLU0.49%$49

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

Yields: VSLU, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

VSLU0.42%$42

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VSLU$42 − $49 = −$7

KeptFee

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

Overlap: VSLU, SPY

Today

59.7%most shared, VSLU and SPY

VSLUSPY

VSLU—59.7%

SPY59.7%—

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

VSLUWorst drop−9.2%13.1% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SPYVSLU

+8.7%Year to date+9.1%

1.0%Yield0.4%

+9.7%Past year+9.5%

0.09%Fee0.49%

3–1SPY 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%

$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