BATT vs SPYM

ABATT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · BATT $7,344

Lowest cost0.02%SPYM · $2 on $10k

Most income2.04%BATT · $204 on $10k

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

Held in common1.8%BATT and SPYM

BATT

SPYM

Amplify Lithium & Battery Technology ETF · $92MState Street SPDR Portfolio S&P 500 ETF · $182B

+11.3%3 years · per year$13,782 · $18,082+21.8%

−6.0%5 years · per year$7,344 · $17,192+11.4%

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

2.04%12-mo yield$204 · $105 on $10k1.05%

−31.7%Worst dropSmaller wins−8.9%

33.6%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBATT · SPYM

8.5%TSLA1.5%

6.0%FCX0.1%

3.6%BE0.1%

1.7%ALB0.0%

Held in common1.8%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ABATT	Amplify Lithium & Battery Technology ETFRead Desk		0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$92M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ABATT	Amplify Lithium & Battery Technology ETFRead Desk		0.59%	2.04%	+1.5%	−9.4%	−5.4%	+11.3%	−6.0%	−31.7%	$92M

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

BATT vs SPYM

BATT

Amplify Lithium & Battery Technology

$7,344

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBATTSPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield2.04%1.05%

5 years, per year−6.0%+11.4%

3 years, per year+11.3%+21.8%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.6%13.6%

5–1measures won
SPYM first

1.8%

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: BATT, SPYM

Today

1.8%most shared, BATT and SPYM

BATTSPYM

BATT—1.8%

SPYM1.8%—

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

Income After Fees on $10,000

$145most kept, BATT

BATT$204 − $59 = $145

SPYM$105 − $2 = $103

KeptFee

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