APIE vs SPY

AAPIE

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.43%APIE · $343 on $10k

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

Held in common0.4%APIE and SPY

APIE

SPY

ActivePassive International Equity ETF · $1.1BState Street SPDR S&P 500 ETF · $805B

+20.2%3 years · per year$17,368 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

3.43%12-mo yield$343 · $99 on $10k0.99%

−12.4%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPIE · SPY

0.2%ACN0.2%

0.2%AON0.1%

0.2%CCL0.1%

0.1%SW0.0%

Held in common0.4%

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	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
2	AAPIE	ActivePassive International Equity ETFRead Desk		0.45%	3.43%	+2.0%	+8.1%	+10.4%	+20.2%	new	−12.4%	$1.1B

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	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
2	AAPIE	ActivePassive International Equity ETFRead Desk		0.45%	3.43%	+2.0%	+8.1%	+10.4%	+20.2%	new	−12.4%	$1.1B

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

APIE vs SPY

APIE

ActivePassive International Equity

[…]

SPY

SPDR S&P 500

$18,060

MeasureAPIESPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield3.43%0.99%

5 years, per year[…]+12.6%

3 years, per year+20.2%+24.1%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y16.6%12.9%

4–1measures won
SPY first

0.4%

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%

$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: APIE, SPY

Today

0.4%most shared, APIE and SPY

APIESPY

APIE—0.4%

SPY0.4%—

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

Income After Fees on $10,000

$298most kept, APIE

APIE$343 − $45 = $298

SPY$99 − $9 = $90

KeptFee

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