Compare · 2 funds side by side · dividends reinvested

WUGI and SPYM

WUGIAXS Investments×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,553SPYM · best of the two

02 / 04

WUGI and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.3

AXS Esoterica NextG Economy ETFUnsorted1.46%23.35%−2.2%−2.4%+27.4%+7.2%−32.0%37.2%$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 9, 2026 · returns include dividends · since: WUGI 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

AXS Esoterica NextG Economy ETF · $25M$14,162

WUGI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

WUGIMeasureSPYM

−2.2%Year to dateJan 1 → Nov 9+11.3%

−2.4%1 yearTotal return+13.6%

+27.4%3 years · per year$10,000 became $20,675 · $18,161+22.0%

+7.2%5 years · per year$10,000 became $14,163 · $17,553+11.9%

1.46%Expense ratio$146 · $2 a year on $10k · lower is better0.02%

23.35%Trailing 12-mo yield$2,335 · $103 a year on $10k1.03%

−32.0%Worst dropSmaller is better−8.9%

37.2%VolatilityLower is calmer13.7%

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

2–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WUGI vs SPYM: Top 5 Holdings

Today

WUGI

39.6%in top 5

SPYM

in top 527.8%

WUGIStockSPYM

12.9%AMZN4.0%

9.1%TSMnot top 5

not top 5AAPL7.9%

6.4%NVDA7.1%

not top 5MSFT6.2%

6.1%MUnot top 5

5.1%METAnot top 5

not top 5GOOGL2.6%

Held in common24.6%

End-of-day Nov 9, 2026 · share of each fund

WUGI vs SPYM Returns, Every Period

AXS InvestmentsWUGI

+7.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

WUGISPYMFaded: behind in that period

1–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: WUGI vs SPYM

YTD

AXS InvestmentsWUGI

−2.2%

SPYMSPDR

+11.3%

−2.2%Year to date+11.3%

−32.0%Worst drop · 1Y−8.9%

37.2%Volatility · 1Y13.7%

23.3%Yield1.0%

$25.4MAssets$179B

3–1SPYM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WUGI, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

WUGI1.46%$146

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WUGI, SPYM

23.35%highest, WUGI

FundTrailing yieldYield$10k

WUGI23.35%$2,335

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,189most kept, WUGI

WUGI$2,335 − $146 = $2,189

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WUGI, SPYM

Today

24.6%most shared, WUGI and SPYM

WUGISPYM

WUGI—24.6%

SPYM24.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

WUGIWorst drop−32.0%37.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

WUGISPYM

−2.2%Year to date+11.3%

23.3%Yield1.0%

−2.4%Past year+13.6%

1.46%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026