BFOR vs SPYM

ABFOR

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common17.3%BFOR and SPYM

BFOR

SPYM

ALPS ETF Trust - Barron's 400 ETF · $244MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.8%3 years · per year$17,212 · $18,222+22.1%

+8.7%5 years · per year$15,209 · $17,164+11.4%

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

0.54%12-mo yield$54 · $106 on $10k1.06%

−9.0%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBFOR · SPYM

0.3%AMGN0.4%

0.3%LLY1.7%

0.3%TXN0.4%

0.3%MA0.8%

Held in common17.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	−4.4%	+9.8%	+15.0%	+19.8%	+8.7%	−9.0%	$244M

End-of-day Nov 5, 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

$15,209

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureBFORSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield0.54%1.06%

5 years, per year+8.7%+11.4%

3 years, per year+19.8%+22.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.6%13.6%

6–0measures won
SPYM first

17.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BFOR, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

BFORSPYMIVV

BFOR—17.3%17.3%

SPYM17.3%—99.9%

IVV17.3%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

BFOR$54 − $65 = −$11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee