APRJ vs SPYM · Compare Desk

ASPYM

BSPY

Measures won5–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common99.9%SPYM and SPY

SPYM vs SPY

SPYM

SPY

State Street SPDR Portfolio S&P 500 ETF · $185BState Street SPDR S&P 500 ETF · $798B

+24.1%3 years · per year$19,092 · $19,046+24.0%

+12.2%5 years · per year$17,749 · $17,688+12.1%

0.02%Expense ratio$2 · $9 on $10k · lower wins0.09%

1.03%12-mo yield$103 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins12.8%

5–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · SPY

7.8%NVDA7.8%

7.7%AAPL7.7%

5.9%MSFT5.9%

3.6%AMZN3.6%

Held in common99.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

SPYM vs SPY

SPYM

SPDR Portfolio S&P 500

$17,749

SPY

SPDR S&P 500

$17,688

MeasureSPYMSPY

Fee0.02%0.09%

Cost on $10k a year$2$9

Yield1.03%1.01%

5 years, per year+12.2%+12.1%

3 years, per year+24.1%+24.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y12.7%12.8%

4–0measures won
SPYM first

99.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPYM, SPY, VOO

Today

99.9%most shared, SPYM and SPY

SPYMSPYVOO

SPYM—99.9%95.5%

SPY99.9%—95.5%

VOO95.5%95.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee