UPSD vs SPY5YUPSDUPSDAvsBSPYSPYETF Series Solutions - Aptus Large Cap Upside ETF · $145MState Street SPDR S&P 500 ETF · $806BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%0.59%12-mo yield$59 · $101 on $10k1.01%
Overlap: UPSD, SPY, IVVToday99.9%most shared, SPY and IVVUPSDSPYIVVUPSD—41.4%41.4%SPY41.4%—99.9%IVV41.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UPSD vs SPY5YAUPSDETF Series Solutions - Aptus Large Cap Upside[…]vsSPYBSPDR S&P 500$17,214MeasureUPSDSPYFee0.79%0.09%Cost on $10k a year$79$9Yield0.59%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y−11.9%−8.9%Volatility · 1Y15.9%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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AUPSDETF Series Solutions - Aptus Large Cap Upside ETFReadDesk0.79%0.59%−0.5%+12.8%+12.2%newnew−11.9%$145MEnd-of-day Nov 13, 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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$879.1B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AUPSDETF Series Solutions - Aptus Large Cap Upside ETFReadDesk0.79%0.59%−0.5%+12.8%+12.2%newnew−11.9%$145MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$879B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: UPSD, SPY, IVVToday99.9%most shared, SPY and IVVUPSDSPYIVVUPSD—41.4%41.4%SPY41.4%—99.9%IVV41.4%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108SPY$101 − $9 = $92UPSD$59 − $79 = −$20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee