BFOR vs SPYM

ABFOR

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VTI $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%VTI · $109 on $10k

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

Held in common17.1%BFOR and SPYM

BFOR

SPYM

ALPS ETF Trust - Barron's 400 ETF · $233MState Street SPDR Portfolio S&P 500 ETF · $178B

+19.6%3 years · per year$17,095 · $18,082+21.8%

+8.7%5 years · per year$15,168 · $17,192+11.4%

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

0.54%12-mo yield$54 · $105 on $10k1.05%

−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%MA0.8%

0.3%V1.1%

Held in common17.1%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	0.0%	+9.8%	+13.5%	+19.6%	+8.7%	−9.0%	$233M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ABFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk	0.65%	0.54%	0.0%	+9.8%	+13.5%	+19.6%	+8.7%	−9.0%	$233M

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

BFOR vs SPYM

BFOR

ALPS ETF Trust - Barron's 400

$15,168

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBFORSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield0.54%1.05%

5 years, per year+8.7%+11.4%

3 years, per year+19.6%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.6%13.6%

6–0measures won
SPYM first

17.1%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: BFOR, SPYM, VTI

Today

85.5%most shared, SPYM and VTI

BFORSPYMVTI

BFOR—17.1%17.7%

SPYM17.1%—85.5%

VTI17.7%85.5%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

BFOR$54 − $65 = −$11

KeptFee

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