BOUT vs SPY

ABOUT

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · BOUT $11,638

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common0.2%BOUT and SPY

BOUT

SPY

CapForce IBD Breakout Opportunities ETF · $14MState Street SPDR S&P 500 ETF · $798B

+12.9%3 years · per year$14,379 · $19,132+24.1%

+3.1%5 years · per year$11,638 · $18,060+12.6%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

0.31%12-mo yield$31 · $99 on $10k0.99%

−18.1%Worst dropSmaller wins−8.9%

22.2%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOUT · SPY

6.2%MCO0.1%

5.5%OKTA0.0%

3.7%APA0.0%

7.0%HAS0.0%

Held in common0.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.31%	+1.0%	+11.5%	+7.4%	+12.9%	+3.1%	−18.1%	$14M

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

BOUT vs SPY

BOUT

CapForce IBD Breakout Opportunities

$11,638

SPY

SPDR S&P 500

$18,060

MeasureBOUTSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.31%0.99%

5 years, per year+3.1%+12.6%

3 years, per year+12.9%+24.1%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y22.2%12.9%

6–0measures won
SPY first

0.2%

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: BOUT, SPY

Today

0.2%most shared, BOUT and SPY

BOUTSPY

BOUT—0.2%

SPY0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

BOUT$31 − $80 = −$49

KeptFee

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