AOK vs SPYM

AAOK

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · AOK $11,815

Lowest cost0.02%SPYM · $2 on $10k

Most income3.51%AOK · $351 on $10k

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

Held in common16.0%AOK and SPYM

AOK

SPYM

iShares Core 30/70 Conservative Allocation ETF · $858MState Street SPDR Portfolio S&P 500 ETF · $179B

+9.9%3 years · per year$13,289 · $18,161+22.0%

+3.4%5 years · per year$11,815 · $17,553+11.9%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

3.51%12-mo yield$351 · $103 on $10k1.03%

−4.5%Worst dropSmaller wins−8.9%

6.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOK · SPYM

1.3%AAPL7.9%

1.2%NVDA7.1%

1.0%MSFT6.2%

0.7%AMZN4.0%

Held in common16.0%

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

Both

5Y2 funds

#			Trend
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	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.51%	+0.8%	+4.0%	+4.7%	+9.9%	+3.4%	−4.5%	$858M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AAOK	iShares Core 30/70 Conservative Allocation ETFRead Desk		0.20%	3.51%	+0.8%	+4.0%	+4.7%	+9.9%	+3.4%	−4.5%	$858M

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

AOK vs SPYM

AOK

iShares Core 30/70 Conservative Allocation

$11,815

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureAOKSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield3.51%1.03%

5 years, per year+3.4%+11.9%

3 years, per year+9.9%+22.0%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y6.3%13.7%

3–3measures won
level

16.0%

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%

$122BAssets$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: AOK, SPYM

Today

16.0%most shared, AOK and SPYM

AOKSPYM

AOK—16.0%

SPYM16.0%—

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

Income After Fees on $10,000

$331most kept, AOK

AOK$351 − $20 = $331

SPYM$103 − $2 = $101

KeptFee

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