ARTY vs SPY

AARTY

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ARTY $15,395

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common15.8%ARTY and SPY

ARTY

SPY

iShares Future AI & Tech ETF · $3.5BState Street SPDR S&P 500 ETF · $805B

+32.1%3 years · per year$23,042 · $19,132+24.1%

+9.0%5 years · per year$15,395 · $18,060+12.6%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

0.07%12-mo yield$7 · $99 on $10k0.99%

−24.0%Worst dropSmaller wins−8.9%

40.6%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsARTY · SPY

4.7%NVDA7.7%

3.1%MSFT5.9%

4.8%AVGO2.4%

4.3%MU1.5%

Held in common15.8%

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	AARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B

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	AARTY	iShares Future AI & Tech ETFRead Desk		0.47%	0.07%	−2.4%	+36.2%	+27.9%	+32.1%	+9.0%	−24.0%	$3.5B

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

ARTY vs SPY

ARTY

iShares Future AI & Tech

$15,395

SPY

SPDR S&P 500

$18,060

MeasureARTYSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield0.07%0.99%

5 years, per year+9.0%+12.6%

3 years, per year+32.1%+24.1%

Worst drop · 1Y−24.0%−8.9%

Volatility · 1Y40.6%12.9%

5–1measures won
SPY first

15.8%

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: ARTY, SPY

Today

15.8%most shared, ARTY and SPY

ARTYSPY

ARTY—15.8%

SPY15.8%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ARTY$7 − $47 = −$40

KeptFee

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