STRN vs SPY

ASTRN

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common11.9%STRN and SPY

STRN

SPY

SMART Trend 25 ETF · $25MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

0.18%12-mo yield$18 · $103 on $10k1.03%

−20.3%Worst dropSmaller wins−8.9%

28.2%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTRN · SPY

2.0%META2.1%

2.4%MU1.2%

1.1%NVDA6.9%

3.9%XOM1.1%

Held in common11.9%

End-of-day Nov 6, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ASTRN	SMART Trend 25 ETFRead Desk	0.59%	0.18%	−5.6%	+4.4%	+7.5%	new	new	−20.3%	$25M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STRN vs SPY

STRN

SMART Trend 25

[…]

SPY

SPDR S&P 500

$17,118

MeasureSTRNSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield0.18%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−20.3%−8.9%

Volatility · 1Y28.2%13.6%

4–0measures won
SPY first

11.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: STRN, SPY, IVV

Today

99.9%most shared, SPY and IVV

STRNSPYIVV

STRN—11.9%11.9%

SPY11.9%—99.9%

IVV11.9%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

STRN$18 − $59 = −$41

KeptFee

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