AOR vs SPY

AAOR

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · AOR $13,361

Lowest cost0.09%SPY · $9 on $10k

Most income2.70%AOR · $270 on $10k

Smallest drop−6.6%AOR · worst fall in 1Y

Held in common34.0%AOR and SPY

AOR

SPY

iShares Core 60/40 Balanced Allocation ETF · $3.9BState Street SPDR S&P 500 ETF · $805B

+14.8%3 years · per year$15,145 · $18,174+22.0%

+6.0%5 years · per year$13,361 · $17,099+11.3%

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

2.70%12-mo yield$270 · $103 on $10k1.03%

−6.6%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAOR · SPY

2.6%AAPL7.7%

2.5%NVDA7.3%

2.1%MSFT6.2%

1.3%AMZN3.9%

Held in common34.0%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.70%	−2.3%	+5.2%	+6.9%	+14.8%	+6.0%	−6.6%	$3.9B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AAOR	iShares Core 60/40 Balanced Allocation ETFRead Desk		0.20%	2.70%	−2.3%	+5.2%	+6.9%	+14.8%	+6.0%	−6.6%	$3.9B

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

Cards for this view

AOR vs SPY

AOR

iShares Core 60/40 Balanced Allocation

$13,361

SPY

SPDR S&P 500

$17,099

MeasureAORSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield2.70%1.03%

5 years, per year+6.0%+11.3%

3 years, per year+14.8%+22.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y9.6%13.6%

3–3measures won
level

34.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AOR, SPY

Today

34.0%most shared, AOR and SPY

AORSPY

AOR—34.0%

SPY34.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$250most kept, AOR

AOR$270 − $20 = $250

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee