ALTY vs SPYM

AALTY

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · ALTY $12,532

Lowest cost0.02%SPYM · $2 on $10k

Most income7.96%ALTY · $796 on $10k

Smallest drop−5.2%ALTY · worst fall in 1Y

Held in common0.2%ALTY and SPYM

ALTY

SPYM

Global X Alternative Income ETF · $45MState Street SPDR Portfolio S&P 500 ETF · $185B

+12.9%3 years · per year$14,383 · $19,186+24.3%

+4.6%5 years · per year$12,532 · $18,126+12.6%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

7.96%12-mo yield$796 · $101 on $10k1.01%

−5.2%Worst dropSmaller wins−8.9%

6.0%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsALTY · SPYM

1.4%D0.1%

1.4%FE0.0%

1.4%EIX0.0%

Held in common0.2%

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	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%	$185.3B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	7.96%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

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%	$185.3B
2	AALTY	Global X Alternative Income ETFRead Desk		0.50%	7.96%	+0.5%	+4.6%	+6.7%	+12.9%	+4.6%	−5.2%	$45M

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

ALTY vs SPYM

ALTY

Global X Alternative Income

$12,532

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureALTYSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield7.96%1.01%

5 years, per year+4.6%+12.6%

3 years, per year+12.9%+24.3%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y6.0%12.8%

3–3measures won
level

0.2%

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%

$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: ALTY, SPYM

Today

0.2%most shared, ALTY and SPYM

ALTYSPYM

ALTY—0.2%

SPYM0.2%—

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

Income After Fees on $10,000

$746most kept, ALTY

ALTY$796 − $50 = $746

SPYM$101 − $2 = $99

KeptFee

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