BKMC vs SPY

ABKMC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · BKMC $13,927

Lowest cost0.04%BKMC · $4 on $10k

Most income3.24%BKMC · $324 on $10k

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

Held in common1.5%BKMC and SPY

BKMC

SPY

BNY Mellon US Mid Cap Core Equity ETF · $634MState Street SPDR S&P 500 ETF · $819B

+18.2%3 years · per year$16,506 · $18,039+21.7%

+6.8%5 years · per year$13,927 · $17,118+11.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

3.24%12-mo yield$324 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKMC · SPY

0.6%VTRS0.0%

0.6%PTC0.0%

0.5%BBY0.0%

0.5%SNA0.0%

Held in common1.5%

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.24%	+0.7%	+8.8%	+11.8%	+18.2%	+6.8%	−9.8%	$634M

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	ABKMC	BNY Mellon US Mid Cap Core Equity ETFRead Desk		0.04%	3.24%	+0.7%	+8.8%	+11.8%	+18.2%	+6.8%	−9.8%	$634M

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

BKMC vs SPY

BKMC

BNY Mellon US Mid Cap Core Equity

$13,927

SPY

SPDR S&P 500

$17,118

MeasureBKMCSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield3.24%1.03%

5 years, per year+6.8%+11.3%

3 years, per year+18.2%+21.7%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
SPY first

1.5%

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: BKMC, SPY

Today

1.5%most shared, BKMC and SPY

BKMCSPY

BKMC—1.5%

SPY1.5%—

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

Income After Fees on $10,000

$320most kept, BKMC

BKMC$324 − $4 = $320

SPY$103 − $9 = $94

KeptFee

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