Compare · 2 funds side by side · dividends reinvested

YLDY and SPY

YLDYHorizon Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 03

YLDY 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

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.84%[…][…][…][…][…][…]$21M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $21M[…]

YLDY

SPY

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

$10,000 five years ago, dividends reinvested · they hold 59.4% in common

YLDYMeasureSPY

[…]Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.70%Expense ratio$70 · $9 a year on $10k · lower is better0.09%

1.84%Trailing 12-mo yield$184 · $99 a year on $10k0.99%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

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

1–1Level

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

More Ways to See the Pairs

YLDY vs SPY: Top 5 Holdings

Today

YLDY

21.4%in top 5

SPY

in top 527.3%

YLDYStockSPY

6.8%NVDA7.7%

not top 5AAPL7.4%

5.9%MSFT5.9%

4.2%GOOGL2.5%

not top 5AMZN3.8%

2.4%AVGOnot top 5

2.1%METAnot top 5

Held in common59.4%

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

YLDY vs SPY Returns, Every Period

Horizon FundsYLDY

[…]

past year

SPYSPDR

+13.4%

past year

Returns […]

YLDYSPYFaded: behind in that period

0–0Level

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

Income vs Core: YLDY vs SPY

YTD

Horizon FundsYLDY

[…]

SPYSPDR

+13.3%

[…]Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

1.8%Yield1.0%

$20.9MAssets$798B

1–0YLDY wins

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

Cost, Income and Risk

Fees: YLDY, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

YLDY0.70%$70

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

Yields: YLDY, SPY

1.84%highest, YLDY

FundTrailing yieldYield$10k

YLDY1.84%$184

SPY0.99%$99

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

Income After Fees on $10,000

$114most kept, YLDY

YLDY$184 − $70 = $114

SPY$99 − $9 = $90

KeptFee

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

Overlap: YLDY, SPY

Today

59.4%most shared, YLDY and SPY

YLDYSPY

YLDY—59.4%

SPY59.4%—

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

YLDYWorst drop[…][…]

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

Paid More vs Made More

YTD

YLDYSPY

[…]Year to date+13.3%

1.8%Yield1.0%

[…]Past year+13.4%

0.70%Fee0.09%

1–1level

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