Compare · 3 funds side by side · dividends reinvested

WUGI, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

WUGI, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

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%$778B2.1

AXS Esoterica NextG Economy ETFUnsorted1.46%24.50%−6.8%−8.7%+25.8%+6.4%−32.0%37.0%$25M2.5

Rank among the three1st → 3rdFee, 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 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

WUGI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

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

WUGIMeasureSPYM

−6.8%Year to dateJan 1 → Nov 6+8.8%

−8.7%1 yearTotal return+9.8%

+25.8%3 years · per year$10,000 became $19,888 · $18,082+21.8%

+6.4%5 years · per year$10,000 became $13,644 · $17,192+11.4%

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

24.50%Trailing 12-mo yield$2,450 · $105 a year on $10k1.05%

−32.0%Worst dropSmaller is better−8.9%

37.0%VolatilityLower is calmer13.6%

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

2–6SPYM 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 SPYM: Top 5 Holdings

Today

WUGI

35.1%in top 5

SPYM

in top 527.8%

WUGIStockSPYM

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 SPYM Returns, Every Period

AXS InvestmentsWUGI

+6.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

WUGISPYMFaded: behind in that period

1–3SPYM wins

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

Unsorted vs Core: WUGI vs SPYM

YTD

AXS InvestmentsWUGI

−6.8%

SPYMSPDR

+8.8%

−6.8%Year to date+8.8%

−32.0%Worst drop · 1Y−8.9%

37.0%Volatility · 1Y13.6%

24.5%Yield1.1%

$25.4MAssets$178B

3–1SPYM wins

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

Cost, Income and Risk

Fees: WUGI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

WUGI1.46%$146

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

Yields: WUGI, SPYM, SPY

24.50%highest, WUGI

FundTrailing yieldYield$10k

WUGI24.50%$2,450

SPYM1.05%$105

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

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: WUGI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

WUGISPYMSPY

WUGI—20.3%20.3%

SPYM20.3%—99.9%

SPY20.3%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

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

WUGISPYM

−6.8%Year to date+8.8%

24.5%Yield1.1%

−8.7%Past year+9.8%

1.46%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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