AFOS vs SPYM

AAFOS

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common22.7%AFOS and SPYM

AFOS

SPYM

ARS Focused Opportunity Strategy ETF · $275MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.46%Expense ratio$46 · $2 on $10k · lower wins0.02%

0.24%12-mo yield$24 · $103 on $10k1.03%

−16.5%Worst dropSmaller wins−8.9%

25.0%VolatilityLower wins13.7%

0–4SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFOS · SPYM

4.7%MSFT6.2%

4.2%NVDA7.1%

2.7%AMZN4.0%

2.7%AAPL7.9%

Held in common22.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	+4.1%	+22.5%	+30.3%	new	new	−16.5%	$275M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	AAFOS	ARS Focused Opportunity Strategy ETFRead Desk	0.46%	0.24%	+4.1%	+22.5%	+30.3%	new	new	−16.5%	$275M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFOS vs SPYM

AFOS

ARS Focused Opportunity Strategy

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureAFOSSPYM

Fee0.46%0.02%

Cost on $10k a year$46$2

Yield0.24%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y25.0%13.7%

4–0measures won
SPYM first

22.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AFOS, SPYM, IVV, VOO

Today

99.9%most shared, SPYM and IVV

AFOSSPYMIVVVOO

AFOS—22.7%22.7%23.9%

SPYM22.7%—99.9%92.7%

IVV22.7%99.9%—92.7%

VOO23.9%92.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

AFOS$24 − $46 = −$22

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee