ARKQ vs SPYM

AARKQ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · ARKQ $13,361

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common18.8%ARKQ and SPYM

ARKQ

SPYM

ARK Autonomous Technology & Robotics ETF · $1.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+33.6%3 years · per year$23,850 · $19,092+24.1%

+6.0%5 years · per year$13,361 · $17,749+12.2%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.28%12-mo yield$28 · $103 on $10k1.03%

−23.8%Worst dropSmaller wins−8.9%

34.6%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsARKQ · SPYM

5.8%NVDA7.8%

3.7%AMZN3.6%

2.3%AVGO2.5%

4.2%GOOG2.0%

Held in common18.8%

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

Both

5Y2 funds

#			Trend
1	BSPYM	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
2	AARKQ	ARK Autonomous Technology & Robotics ETFRead Desk		0.75%	0.28%	+1.0%	−3.2%	−10.5%	+33.6%	+6.0%	−23.8%	$1.9B

End-of-day Nov 3, 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%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AARKQ	ARK Autonomous Technology & Robotics ETFRead Desk		0.75%	0.28%	+1.0%	−3.2%	−10.5%	+33.6%	+6.0%	−23.8%	$1.9B

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

ARKQ vs SPYM

ARKQ

ARK Autonomous Technology & Robotics

$13,361

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureARKQSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.28%1.03%

5 years, per year+6.0%+12.2%

3 years, per year+33.6%+24.1%

Worst drop · 1Y−23.8%−8.9%

Volatility · 1Y34.6%12.7%

5–1measures won
SPYM first

18.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

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: ARKQ, SPYM

Today

18.8%most shared, ARKQ and SPYM

ARKQSPYM

ARKQ—18.8%

SPYM18.8%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ARKQ$28 − $75 = −$47

KeptFee

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