SHRT vs SPY

ASHRT

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SPY $17,099

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common6.7%SHRT and SPY

SHRT

SPY

Gotham Short Strategies ETF · $13MState Street SPDR S&P 500 ETF · $805B

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

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

1.35%Expense ratio$135 · $9 on $10k · lower wins0.09%

0.07%12-mo yield$7 · $103 on $10k1.03%

−19.6%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRT · SPY

0.7%XOM1.0%

0.5%MU1.4%

0.3%COP0.2%

0.2%TXN0.4%

Held in common6.7%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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%	$804.8B
3	ASHRT	Gotham Short Strategies ETFRead Desk	1.35%	0.07%	+2.6%	−5.6%	−2.3%	new	new	−19.6%	$13M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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%	$804.8B
3	ASHRT	Gotham Short Strategies ETFRead Desk	1.35%	0.07%	+2.6%	−5.6%	−2.3%	new	new	−19.6%	$13M

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

SHRT vs SPY

SHRT

Gotham Short Strategies

[…]

SPY

SPDR S&P 500

$17,099

MeasureSHRTSPY

Fee1.35%0.09%

Cost on $10k a year$135$9

Yield0.07%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y14.4%13.6%

4–0measures won
SPY first

6.7%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SHRT, SPY, VOO

Today

93.5%most shared, SPY and VOO

SHRTSPYVOO

SHRT—6.7%6.8%

SPY6.7%—93.5%

VOO6.8%93.5%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SHRT$7 − $135 = −$128

KeptFee

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