BBUS vs SPY

ABBUS

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · BBUS $16,816

Lowest cost0.02%BBUS · $2 on $10k

Most income1.04%BBUS · $104 on $10k

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

Held in common96.7%BBUS and SPY

BBUS

SPY

JPMorgan BetaBuilders U.S. Equity ETF · $9.8BState Street SPDR S&P 500 ETF · $819B

+21.7%3 years · per year$18,042 · $18,039+21.7%

+11.0%5 years · per year$16,816 · $17,118+11.3%

0.02%Expense ratio$2 · $9 on $10k · lower wins0.09%

1.04%12-mo yield$104 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBUS · SPY

7.9%AAPL7.9%

6.7%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

Held in common96.7%

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	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk		0.02%	1.04%	+0.4%	+8.2%	+9.1%	+21.7%	+11.0%	−9.2%	$9.8B

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	ABBUS	JPMorgan BetaBuilders U.S. Equity ETFRead Desk		0.02%	1.04%	+0.4%	+8.2%	+9.1%	+21.7%	+11.0%	−9.2%	$9.8B

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

BBUS vs SPY

BBUS

JPMorgan BetaBuilders U.S. Equity

$16,817

SPY

SPDR S&P 500

$17,118

MeasureBBUSSPY

Fee0.02%0.09%

Cost on $10k a year$2$9

Yield1.04%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+21.7%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.7%13.6%

3–1measures won
SPY first

96.7%

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: BBUS, SPY

Today

96.7%most shared, BBUS and SPY

BBUSSPY

BBUS—96.7%

SPY96.7%—

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

Income After Fees on $10,000

$102most kept, BBUS

BBUS$104 − $2 = $102

SPY$103 − $9 = $94

KeptFee

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