ACSI vs SPY

AACSI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ACSI $15,661

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−7.8%ACSI · worst fall in 1Y

Held in common26.6%ACSI and SPY

ACSI

SPY

American Customer Satisfaction ETF · $116MState Street SPDR S&P 500 ETF · $805B

+22.4%3 years · per year$18,329 · $18,174+22.0%

+9.4%5 years · per year$15,661 · $17,099+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

0.77%12-mo yield$77 · $103 on $10k1.03%

−7.8%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsACSI · SPY

7.0%AAPL7.7%

4.6%MSFT6.2%

4.4%AMZN3.9%

3.8%META2.1%

Held in common26.6%

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	AACSI	American Customer Satisfaction ETFRead Desk		0.65%	0.77%	0.0%	+17.8%	+20.4%	+22.4%	+9.4%	−7.8%	$116M

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	AACSI	American Customer Satisfaction ETFRead Desk		0.65%	0.77%	0.0%	+17.8%	+20.4%	+22.4%	+9.4%	−7.8%	$116M

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

ACSI vs SPY

ACSI

American Customer Satisfaction

$15,661

SPY

SPDR S&P 500

$17,099

MeasureACSISPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.77%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+22.4%+22.0%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y12.6%13.6%

3–3measures won
level

26.6%

holdings shared

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: ACSI, SPY

Today

26.6%most shared, ACSI and SPY

ACSISPY

ACSI—26.6%

SPY26.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ACSI$77 − $65 = $12

KeptFee

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