AUSF vs SPY

AAUSF

BSPY

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$18,640AUSF · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income3.15%AUSF · $315 on $10k

Smallest drop−7.0%AUSF · worst fall in 1Y

Held in common23.4%AUSF and SPY

AUSF

SPY

Global X - Adaptive U.S. Factor ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+19.9%3 years · per year$17,227 · $18,039+21.7%

+13.3%5 years · per year$18,640 · $17,118+11.3%

0.27%Expense ratio$27 · $9 on $10k · lower wins0.09%

3.15%12-mo yield$315 · $103 on $10k1.03%

−7.0%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.6%

4–2AUSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUSF · SPY

1.6%BRK-B1.7%

1.6%MSFT6.3%

1.6%AAPL7.9%

2.2%MU1.2%

Held in common23.4%

End-of-day Nov 6, 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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.15%	+0.3%	+10.4%	+14.4%	+19.9%	+13.3%	−7.0%	$1.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.15%	+0.3%	+10.4%	+14.4%	+19.9%	+13.3%	−7.0%	$1.3B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AUSF vs SPY

AUSF

Global X - Adaptive U.S. Factor

$18,640

SPY

SPDR S&P 500

$17,118

MeasureAUSFSPY

Fee0.27%0.09%

Cost on $10k a year$27$9

Yield3.15%1.03%

5 years, per year+13.3%+11.3%

3 years, per year+19.9%+21.7%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y11.7%13.6%

4–2measures won
AUSF first

23.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AUSF, SPY

Today

23.4%most shared, AUSF and SPY

AUSFSPY

AUSF—23.4%

SPY23.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$288most kept, AUSF

AUSF$315 − $27 = $288

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee