BKSE vs SPY

ABKSE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · BKSE $13,965

Lowest cost0.04%BKSE · $4 on $10k

Most income1.29%BKSE · $129 on $10k

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

Held in common0.0%BKSE and SPY

BKSE

SPY

BNY Mellon US Small Cap Core Equity ETF · $82MState Street SPDR S&P 500 ETF · $778B

+20.0%3 years · per year$17,280 · $18,039+21.7%

+6.9%5 years · per year$13,965 · $17,118+11.3%

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

1.29%12-mo yield$129 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKSE · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$777.7B
2	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	+0.6%	+14.1%	+16.5%	+20.0%	+6.9%	−10.0%	$82M

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%	$777.7B
2	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.29%	+0.6%	+14.1%	+16.5%	+20.0%	+6.9%	−10.0%	$82M

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

BKSE vs SPY

BKSE

BNY Mellon US Small Cap Core Equity

$13,965

SPY

SPDR S&P 500

$17,118

MeasureBKSESPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.29%1.03%

5 years, per year+6.9%+11.3%

3 years, per year+20.0%+21.7%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y16.3%13.6%

4–2measures won
SPY first

0.0%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BKSE, SPY

Today

0.0%most shared, BKSE and SPY

BKSESPY

BKSE—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$125most kept, BKSE

BKSE$129 − $4 = $125

SPY$103 − $9 = $94

KeptFee

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