AAPB vs SPY

AAAPB

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.99%AAPB · $299 on $10k

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

Held in common7.4%AAPB and SPY

AAPB

SPY

GraniteShares 2x Long AAPL Daily ETF · $18MState Street SPDR S&P 500 ETF · $805B

+37.5%3 years · per year$25,991 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

1.25%Expense ratio$125 · $9 on $10k · lower wins0.09%

2.99%12-mo yield$299 · $99 on $10k0.99%

−28.1%Worst dropSmaller wins−8.9%

50.4%VolatilityLower wins12.9%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAAPB · SPY

66.7%AAPL7.4%

Held in common7.4%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AAAPB	GraniteShares 2x Long AAPL Daily ETFRead Desk		1.25%	2.99%	+10.4%	+46.8%	+48.5%	+37.5%	new	−28.1%	$18M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AAAPB	GraniteShares 2x Long AAPL Daily ETFRead Desk		1.25%	2.99%	+10.4%	+46.8%	+48.5%	+37.5%	new	−28.1%	$18M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AAPB vs SPY

AAPB

GraniteShares 2x Long AAPL Daily

[…]

SPY

SPDR S&P 500

$18,060

MeasureAAPBSPY

Fee1.25%0.09%

Cost on $10k a year$125$9

Yield2.99%0.99%

5 years, per year[…]+12.6%

3 years, per year+37.5%+24.1%

Worst drop · 1Y−28.1%−8.9%

Volatility · 1Y50.4%12.9%

3–2measures won
SPY first

7.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AAPB, SPY

Today

7.4%most shared, AAPB and SPY

AAPBSPY

AAPB—7.4%

SPY7.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, AAPB

AAPB$299 − $125 = $174

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee