ADME vs SPY

AADME

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ADME $13,887

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−7.5%ADME · worst fall in 1Y

Held in common75.2%ADME and SPY

ADME

SPY

Aptus Drawdown Managed Equity ETF · $304MState Street SPDR S&P 500 ETF · $805B

+18.3%3 years · per year$16,552 · $19,132+24.1%

+6.8%5 years · per year$13,887 · $18,060+12.6%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

0.36%12-mo yield$36 · $99 on $10k0.99%

−7.5%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsADME · SPY

7.6%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.8%AMZN3.8%

Held in common75.2%

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	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.36%	+1.0%	+9.4%	+8.5%	+18.3%	+6.8%	−7.5%	$304M

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	AADME	Aptus Drawdown Managed Equity ETFRead Desk		0.79%	0.36%	+1.0%	+9.4%	+8.5%	+18.3%	+6.8%	−7.5%	$304M

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

ADME vs SPY

ADME

Aptus Drawdown Managed Equity

$13,887

SPY

SPDR S&P 500

$18,060

MeasureADMESPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield0.36%0.99%

5 years, per year+6.8%+12.6%

3 years, per year+18.3%+24.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.4%12.9%

4–2measures won
SPY first

75.2%

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: ADME, SPY

Today

75.2%most shared, ADME and SPY

ADMESPY

ADME—75.2%

SPY75.2%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ADME$36 − $79 = −$43

KeptFee

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