AMUB vs SPY

AAMUB

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$24,842AMUB · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income5.78%AMUB · $578 on $10k

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

Held in common[…]AMUB and SPY

AMUB

SPY

ETRACS Alerian MLP Index ETN Class B · $36MState Street SPDR S&P 500 ETF · $805B

+19.7%3 years · per year$17,141 · $19,132+24.1%

+20.0%5 years · per year$24,842 · $18,060+12.6%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

5.78%12-mo yield$578 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMUB · SPY

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

Held in common[…]

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	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk		0.80%	5.78%	0.0%	+21.9%	+27.1%	+19.7%	+20.0%	−9.7%	$36M
2	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

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	AAMUB	ETRACS Alerian MLP Index ETN Class BRead Desk		0.80%	5.78%	0.0%	+21.9%	+27.1%	+19.7%	+20.0%	−9.7%	$36M
2	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

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

AMUB vs SPY

AMUB

ETRACS Alerian MLP Index ETN Class B

$24,842

SPY

SPDR S&P 500

$18,060

MeasureAMUBSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield5.78%0.99%

5 years, per year+20.0%+12.6%

3 years, per year+19.7%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.8%12.9%

4–2measures won
SPY first

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: AMUB, SPY

Today

[…]holdings […]

AMUBSPY

AMUB—[…]

SPY[…]—

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

Income After Fees on $10,000

$498most kept, AMUB

AMUB$578 − $80 = $498

SPY$99 − $9 = $90

KeptFee

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