AAA vs SPY

AAAA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · AAA $12,672

Lowest cost0.09%SPY · $9 on $10k

Most income4.60%AAA · $460 on $10k

Smallest drop−1.1%AAA · worst fall in 1Y

Held in common[…]AAA and SPY

AAA

SPY

Alternative Access First Priority CLO Bond ETF · $72MState Street SPDR S&P 500 ETF · $805B

+5.6%3 years · per year$11,783 · $18,174+22.0%

+4.9%5 years · per year$12,672 · $17,099+11.3%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

4.60%12-mo yield$460 · $103 on $10k1.03%

−1.1%Worst dropSmaller wins−8.9%

3.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAAA · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$804.8B
2	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M

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%	$804.8B
2	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M

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

AAA vs SPY

AAA

Alternative Access First Priority CLO Bond

$12,672

SPY

SPDR S&P 500

$17,099

MeasureAAASPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield4.60%1.03%

5 years, per year+4.9%+11.3%

3 years, per year+5.6%+22.0%

Worst drop · 1Y−1.1%−8.9%

Volatility · 1Y3.0%13.6%

3–3measures won
level

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

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

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AAA, SPY

Today

[…]holdings […]

AAASPY

AAA—[…]

SPY[…]—

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

Income After Fees on $10,000

$441most kept, AAA

AAA$460 − $19 = $441

SPY$103 − $9 = $94

KeptFee

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