AOK vs SPY

AAOK

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · AOK $11,708

Lowest cost0.09%SPY · $9 on $10k

Most income3.53%AOK · $353 on $10k

Smallest drop−4.5%AOK · worst fall in 1Y

Held in common16.0%AOK and SPY

AOK

SPY

iShares Core 30/70 Conservative Allocation ETF · $851MState Street SPDR S&P 500 ETF · $778B

+10.0%3 years · per year$13,310 · $18,039+21.7%

+3.2%5 years · per year$11,708 · $17,118+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

3.53%12-mo yield$353 · $103 on $10k1.03%

−4.5%Worst dropSmaller wins−8.9%

6.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOK · SPY

1.3%AAPL7.9%

1.1%NVDA6.9%

1.0%MSFT6.3%

0.7%AMZN4.0%

Held in common16.0%

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.53%	0.0%	+3.2%	+3.9%	+10.0%	+3.2%	−4.5%	$851M

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.53%	0.0%	+3.2%	+3.9%	+10.0%	+3.2%	−4.5%	$851M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AOK vs SPY

AOK

iShares Core 30/70 Conservative Allocation

$11,708

SPY

SPDR S&P 500

$17,118

MeasureAOKSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield3.53%1.03%

5 years, per year+3.2%+11.3%

3 years, per year+10.0%+21.7%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y6.3%13.6%

3–3measures won
level

16.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: AOK, SPY

Today

16.0%most shared, AOK and SPY

AOKSPY

AOK—16.0%

SPY16.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$333most kept, AOK

AOK$353 − $20 = $333

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee