AFIF vs SPY

AAFIF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · AFIF $11,987

Lowest cost0.09%SPY · $9 on $10k

Most income4.19%AFIF · $419 on $10k

Smallest drop−1.6%AFIF · worst fall in 1Y

Held in common0.0%AFIF and SPY

AFIF

SPY

Anfield Universal Fixed Income ETF · $685MState Street SPDR S&P 500 ETF · $798B

+6.2%3 years · per year$11,987 · $19,132+24.1%

+3.7%5 years · per year$11,987 · $18,060+12.6%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

4.19%12-mo yield$419 · $99 on $10k0.99%

−1.6%Worst dropSmaller wins−8.9%

2.6%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAFIF · SPY

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

Held in common0.0%

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%	$798.0B
2	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.19%	+0.2%	+1.6%	+2.7%	+6.2%	+3.7%	−1.6%	$685M

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%	$798.0B
2	AAFIF	Anfield Universal Fixed Income ETFRead Desk		0.85%	4.19%	+0.2%	+1.6%	+2.7%	+6.2%	+3.7%	−1.6%	$685M

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

AFIF vs SPY

AFIF

Anfield Universal Fixed Income

$11,987

SPY

SPDR S&P 500

$18,060

MeasureAFIFSPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield4.19%0.99%

5 years, per year+3.7%+12.6%

3 years, per year+6.2%+24.1%

Worst drop · 1Y−1.6%−8.9%

Volatility · 1Y2.6%12.9%

3–3measures won
level

0.0%

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AFIF, SPY

Today

0.0%most shared, AFIF and SPY

AFIFSPY

AFIF—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$334most kept, AFIF

AFIF$419 − $85 = $334

SPY$99 − $9 = $90

KeptFee

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