RTRE vs SPY

ARTRE

BSPY

Measures won3–1RTRE wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.65%RTRE · $465 on $10k

Smallest drop−6.2%RTRE · worst fall in 1Y

Held in common0.0%RTRE and SPY

RTRE

SPY

Collaborative Investment Series Trust - Rareview Total Return Bond ETF · $58MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

1.33%Expense ratio$133 · $9 on $10k · lower wins0.09%

4.65%12-mo yield$465 · $103 on $10k1.03%

−6.2%Worst dropSmaller wins−8.9%

4.7%VolatilityLower wins13.6%

3–1RTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTRE · SPY

0.8%LNT0.0%

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	4.65%	0.0%	−1.4%	−1.0%	new	new	−6.2%	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ARTRE	Collaborative Investment Series Trust - Rareview Total Return Bond ETFRead Desk		1.33%	4.65%	0.0%	−1.4%	−1.0%	new	new	−6.2%	$58M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RTRE vs SPY

RTRE

Collaborative Investment Series Trust - Rareview Total Return Bond

[…]

SPY

SPDR S&P 500

$17,099

MeasureRTRESPY

Fee1.33%0.09%

Cost on $10k a year$133$9

Yield4.65%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y4.7%13.6%

3–1measures won
RTRE first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RTRE, SPY

Today

0.0%most shared, RTRE and SPY

RTRESPY

RTRE—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$332most kept, RTRE

RTRE$465 − $133 = $332

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee