Compare · 2 funds side by side · dividends reinvested

XLG and SPY

XLGInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,551XLG · best of the two

02 / 04

XLG 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

Invesco S&P 500 Top 50 ETFLow-Cost Core · S&P 5000.20%0.64%+5.7%+4.4%+24.1%+13.2%−11.8%14.9%$11.4B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: XLG 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Top 50 ETF · $11.4B$18,551

XLG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 62.4% in common

XLGMeasureSPY

+5.7%Year to dateJan 1 → Nov 4+13.3%

+4.4%1 yearTotal return+13.4%

+24.1%3 years · per year$10,000 became $19,114 · $19,132+24.1%

+13.2%5 years · per year$10,000 became $18,551 · $18,060+12.6%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

0.64%Trailing 12-mo yield$64 · $99 a year on $10k0.99%

−11.8%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer12.9%

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

1–6SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLG vs SPY: Top 5 Holdings

Today

XLG

43.8%in top 5

SPY

in top 527.3%

XLGStockSPY

12.3%NVDA7.7%

11.9%AAPL7.4%

9.5%MSFT5.9%

6.0%AMZN3.8%

4.0%GOOGL2.5%

Held in common62.4%

End-of-day Nov 4, 2026 · share of each fund

XLG vs SPY Returns, Every Period

InvescoXLG

+13.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

XLGSPYFaded: behind in that period

1–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XLG vs SPY

YTD

InvescoXLG

+5.7%

SPYSPDR

+13.3%

+5.7%Year to date+13.3%

−11.8%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y12.9%

0.6%Yield1.0%

$11.4BAssets$798B

4–0SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

XLG0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLG, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

XLG0.64%$64

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

XLG$64 − $20 = $44

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLG, SPY

Today

62.4%most shared, XLG and SPY

XLGSPY

XLG—62.4%

SPY62.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

XLGWorst drop−11.8%14.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYXLG

+13.3%Year to date+5.7%

1.0%Yield0.6%

+13.4%Past year+4.4%

0.09%Fee0.20%

4–0SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026