BLCR vs SPYM

ABLCR

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

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 common38.6%BLCR and SPYM

BLCR

SPYM

iShares Large Cap Core Active ETF · $9.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+26.0%3 years · per year$20,016 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

0.33%12-mo yield$33 · $101 on $10k1.01%

−10.2%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLCR · SPYM

6.7%NVDA7.7%

6.7%MSFT5.9%

4.7%AAPL7.4%

5.9%AMZN3.8%

Held in common38.6%

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%	$181.7B
2	ABLCR	iShares Large Cap Core Active ETFRead Desk		0.38%	0.33%	+1.2%	+15.0%	+16.9%	+26.0%	new	−10.2%	$9.8B

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%	$181.7B
2	ABLCR	iShares Large Cap Core Active ETFRead Desk		0.38%	0.33%	+1.2%	+15.0%	+16.9%	+26.0%	new	−10.2%	$9.8B

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

BLCR vs SPYM

BLCR

iShares Large Cap Core Active

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureBLCRSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield0.33%1.01%

5 years, per year[…]+12.6%

3 years, per year+26.0%+24.3%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y17.5%12.8%

4–1measures won
SPYM first

38.6%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BLCR, SPYM

Today

38.6%most shared, BLCR and SPYM

BLCRSPYM

BLCR—38.6%

SPYM38.6%—

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

BLCR$33 − $38 = −$5

KeptFee

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