ARTY vs SPYM

AARTY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common16.1%ARTY and SPYM

ARTY

SPYM

iShares Future AI & Tech ETF · $3.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+33.7%3 years · per year$23,920 · $19,092+24.1%

+9.3%5 years · per year$15,629 · $17,749+12.2%

0.47%Expense ratio$47 · $2 on $10k · lower wins0.02%

0.06%12-mo yield$6 · $103 on $10k1.03%

−24.0%Worst dropSmaller wins−8.9%

40.5%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · SPYM

4.6%NVDA7.8%

3.1%MSFT5.9%

4.6%AVGO2.5%

4.3%MU1.6%

Held in common16.1%

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	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	SPY	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
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

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	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	SPY	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
3	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+1.8%	+39.5%	+31.5%	+33.7%	+9.3%	−24.0%	$3.6B

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

ARTY vs SPYM

ARTY

iShares Future AI & Tech

$15,629

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureARTYSPYM

Fee0.47%0.02%

Cost on $10k a year$47$2

Yield0.06%1.03%

5 years, per year+9.3%+12.2%

3 years, per year+33.7%+24.1%

Worst drop · 1Y−24.0%−8.9%

Volatility · 1Y40.5%12.7%

5–1measures won
SPYM first

16.1%

holdings shared

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

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: ARTY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ARTYSPYMSPY

ARTY—16.1%16.1%

SPYM16.1%—99.9%

SPY16.1%99.9%—

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

SPY$101 − $9 = $92

ARTY$6 − $47 = −$41

KeptFee

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