ADME vs SPYM

AADME

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · ADME $13,887

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common75.1%ADME and SPYM

ADME

SPYM

Aptus Drawdown Managed Equity ETF · $304MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.3%3 years · per year$16,552 · $19,186+24.3%

+6.8%5 years · per year$13,887 · $18,126+12.6%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

0.36%12-mo yield$36 · $101 on $10k1.01%

−7.5%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsADME · SPYM

7.6%NVDA7.7%

7.4%AAPL7.4%

5.9%MSFT5.9%

3.8%AMZN3.8%

Held in common75.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

ADME

Aptus Drawdown Managed Equity

$13,887

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureADMESPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield0.36%1.01%

5 years, per year+6.8%+12.6%

3 years, per year+18.3%+24.3%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y11.4%12.8%

4–2measures won
SPYM first

75.1%

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, SPYM

Today

75.1%most shared, ADME and SPYM

ADMESPYM

ADME—75.1%

SPYM75.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ADME$36 − $79 = −$43

KeptFee

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