AUGZ vs SPYM5YAUGZAUGZAvsBSPYMSPYMTrueShares Structured Outcome (August) ETF · $44MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+15.5%3 years · per year$15,393 · $18,024+21.7%+9.0%5 years · per year$15,388 · $17,408+11.7%Cost and income0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%3.36%12-mo yield$336 · $102 on $10k1.02%Risk · 1 yearEnd-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AAUGZTrueShares Structured Outcome (August) ETFReadDesk0.79%3.36%−0.2%+7.9%+7.8%+15.5%+9.0%−7.2%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AAUGZTrueShares Structured Outcome (August) ETFReadDesk0.79%3.36%−0.2%+7.9%+7.8%+15.5%+9.0%−7.2%$44MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: AUGZ, SPYMToday[…]holdings […]AUGZSPYMAUGZ—[…]SPYM[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
AUGZ vs SPYM5YAAUGZTrueShares Structured Outcome (August)$15,388vsSPYMBSPDR Portfolio S&P 500$17,408$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: AUGZ, SPYMToday[…]holdings […]AUGZSPYMAUGZ—[…]SPYM[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$257most kept, AUGZAUGZ$336 − $79 = $257SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee