Compare · 2 funds side by side · dividends reinvested

WUGI and SPY

WUGIAXS Investments×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

WUGI 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%$778B1.3

AXS Esoterica NextG Economy ETFUnsorted1.46%24.50%−6.8%−8.7%+25.8%+6.4%−32.0%37.0%$25M1.8

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: WUGI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

AXS Esoterica NextG Economy ETF · $25M$13,644

WUGI

SPY

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

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

WUGIMeasureSPY

−6.8%Year to dateJan 1 → Nov 6+8.7%

−8.7%1 yearTotal return+9.7%

+25.8%3 years · per year$10,000 became $19,888 · $18,039+21.7%

+6.4%5 years · per year$10,000 became $13,644 · $17,118+11.3%

1.46%Expense ratio$146 · $9 a year on $10k · lower is better0.09%

24.50%Trailing 12-mo yield$2,450 · $103 a year on $10k1.03%

−32.0%Worst dropSmaller is better−8.9%

37.0%VolatilityLower is calmer13.6%

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

2–6SPY wins

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

More Ways to See the Pairs

WUGI vs SPY: Top 5 Holdings

Today

WUGI

35.1%in top 5

SPY

in top 527.8%

WUGIStockSPY

8.9%TSMnot top 5

not top 5AAPL7.9%

7.2%AMZN4.0%

6.4%NVDA6.9%

6.6%ASMLnot top 5

not top 5MSFT6.3%

6.0%MUnot top 5

not top 5GOOGL2.6%

Held in common20.3%

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

WUGI vs SPY Returns, Every Period

AXS InvestmentsWUGI

+6.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

WUGISPYFaded: behind in that period

1–3SPY wins

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

Unsorted vs Core: WUGI vs SPY

YTD

AXS InvestmentsWUGI

−6.8%

SPYSPDR

+8.7%

−6.8%Year to date+8.7%

−32.0%Worst drop · 1Y−8.9%

37.0%Volatility · 1Y13.6%

24.5%Yield1.0%

$25.4MAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: WUGI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WUGI1.46%$146

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

Yields: WUGI, SPY

24.50%highest, WUGI

FundTrailing yieldYield$10k

WUGI24.50%$2,450

SPY1.03%$103

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

Income After Fees on $10,000

$2,304most kept, WUGI

WUGI$2,450 − $146 = $2,304

SPY$103 − $9 = $94

KeptFee

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

Overlap: WUGI, SPY

Today

20.3%most shared, WUGI and SPY

WUGISPY

WUGI—20.3%

SPY20.3%—

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

WUGIWorst drop−32.0%37.0% vol

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

Paid More vs Made More

YTD

WUGISPY

−6.8%Year to date+8.7%

24.5%Yield1.0%

−8.7%Past year+9.7%

1.46%Fee0.09%

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%

$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