BDGS vs SPY

ABDGS

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−6.7%BDGS · worst fall in 1Y

Held in common12.4%BDGS and SPY

BDGS

SPY

Bridges Capital Tactical ETF · $41MState Street SPDR S&P 500 ETF · $819B

+14.0%3 years · per year$14,799 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.78%Expense ratio$78 · $9 on $10k · lower wins0.09%

0.53%12-mo yield$53 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

8.5%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBDGS · SPY

3.2%AMZN4.0%

2.7%AVGO2.2%

1.8%META2.1%

1.7%GOOG2.1%

Held in common12.4%

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	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	ABDGS	Bridges Capital Tactical ETFRead Desk		0.78%	0.53%	+0.6%	+3.7%	+3.6%	+14.0%	new	−6.7%	$41M

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	ABDGS	Bridges Capital Tactical ETFRead Desk		0.78%	0.53%	+0.6%	+3.7%	+3.6%	+14.0%	new	−6.7%	$41M

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

BDGS vs SPY

BDGS

Bridges Capital Tactical

[…]

SPY

SPDR S&P 500

$17,118

MeasureBDGSSPY

Fee0.78%0.09%

Cost on $10k a year$78$9

Yield0.53%1.03%

5 years, per year[…]+11.3%

3 years, per year+14.0%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y8.5%13.6%

3–2measures won
SPY first

12.4%

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: BDGS, SPY

Today

12.4%most shared, BDGS and SPY

BDGSSPY

BDGS—12.4%

SPY12.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

BDGS$53 − $78 = −$25

KeptFee

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