BFOR vs SPYM

ABFOR

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · BFOR $16,188

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common17.4%BFOR and SPYM

BFOR

SPYM

ALPS ETF Trust - Barron's 400 ETF · $241MState Street SPDR Portfolio S&P 500 ETF · $185B

+22.0%3 years · per year$18,137 · $19,186+24.3%

+10.1%5 years · per year$16,188 · $18,126+12.6%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

0.52%12-mo yield$52 · $101 on $10k1.01%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBFOR · SPYM

0.3%LLY1.7%

0.3%AMGN0.4%

0.3%TXN0.4%

0.3%ADI0.3%

Held in common17.4%

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$241M

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.52%	+1.0%	+14.9%	+19.0%	+22.0%	+10.1%	−9.0%	$241M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BFOR vs SPYM

BFOR

ALPS ETF Trust - Barron's 400

$16,188

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureBFORSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield0.52%1.01%

5 years, per year+10.1%+12.6%

3 years, per year+22.0%+24.3%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%12.8%

6–0measures won
SPYM first

17.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: BFOR, SPYM

Today

17.4%most shared, BFOR and SPYM

BFORSPYM

BFOR—17.4%

SPYM17.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

BFOR$52 − $65 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee