BBMC vs SPY

ABBMC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · BBMC $13,840

Lowest cost0.07%BBMC · $7 on $10k

Most income1.16%BBMC · $116 on $10k

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

Held in common1.7%BBMC and SPY

BBMC

SPY

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1BState Street SPDR S&P 500 ETF · $819B

+20.7%3 years · per year$17,605 · $18,039+21.7%

+6.7%5 years · per year$13,840 · $17,118+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

1.16%12-mo yield$116 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBMC · SPY

1.9%MRNA0.1%

0.7%WSM0.0%

0.6%OKTA0.0%

0.6%TPR0.0%

Held in common1.7%

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	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
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.16%	+0.3%	+14.6%	+17.5%	+20.7%	+6.7%	−9.7%	$2.1B

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	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
2	ABBMC	JPMorgan BetaBuilders U.S. Mid Cap Equity ETFRead Desk		0.07%	1.16%	+0.3%	+14.6%	+17.5%	+20.7%	+6.7%	−9.7%	$2.1B

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

BBMC vs SPY

BBMC

JPMorgan BetaBuilders U.S. Mid Cap Equity

$13,840

SPY

SPDR S&P 500

$17,118

MeasureBBMCSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield1.16%1.03%

5 years, per year+6.7%+11.3%

3 years, per year+20.7%+21.7%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y16.5%13.6%

4–2measures won
SPY first

1.7%

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: BBMC, SPY

Today

1.7%most shared, BBMC and SPY

BBMCSPY

BBMC—1.7%

SPY1.7%—

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

Income After Fees on $10,000

$109most kept, BBMC

BBMC$116 − $7 = $109

SPY$103 − $9 = $94

KeptFee

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