TUG vs SPY5YTUGTUGAvsBSPYSPYSTF Tactical Growth ETF · $35MState Street SPDR S&P 500 ETF · $792BReturns · dividends in+22.2%3 years · per year$18,231 · $18,083+21.8%[…]5 years · per year[…] · $17,481+11.8%Cost and income0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%1.47%12-mo yield$147 · $100 on $10k
Overlap: TUG, SPY, IVVToday99.9%most shared, SPY and IVVTUGSPYIVVTUG—51.8%51.9%SPY51.8%—99.9%IVV51.9%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
TUG vs SPY5YATUGSTF Tactical Growth[…]vsSPYBSPDR S&P 500$17,481MeasureTUGSPYFee0.65%0.09%Cost on $10k a year$65$9Yield1.47%1.00%5 years, per year[…]+11.8%3 years, per year+22.2%+21.8%Worst drop · 1Y−12.8%−8.9%Volatility · 1Y20.5%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$871.7B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ATUGSTF Tactical Growth ETFReadDesk0.65%1.47%+2.1%+14.0%+12.6%+22.2%new−12.8%$35MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$871.7B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$791.9B3ATUGSTF Tactical Growth ETFReadDesk0.65%1.47%+2.1%+14.0%+12.6%+22.2%new−12.8%$35MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$872B0–0levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: TUG, SPY, IVVToday99.9%most shared, SPY and IVVTUGSPYIVVTUG—51.8%51.9%SPY51.8%—99.9%IVV51.9%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107SPY$100 − $9 = $91TUG$147 − $65 = $82KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee