BOUT vs SPY

ABOUT

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 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 · $805B

+11.2%3 years · per year$13,768 · $18,174+22.0%

+2.1%5 years · per year$11,089 · $17,099+11.3%

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

0.32%12-mo yield$32 · $103 on $10k1.03%

−20.1%Worst dropSmaller wins−8.9%

22.3%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBOUT · SPY

6.5%MCO0.1%

5.6%OKTA0.0%

7.2%HAS0.0%

3.4%APA0.0%

Held in common0.2%

End-of-day Nov 5, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.32%	−3.4%	+7.7%	+6.3%	+11.2%	+2.1%	−20.1%	$14M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk	0.80%	0.32%	−3.4%	+7.7%	+6.3%	+11.2%	+2.1%	−20.1%	$14M

End-of-day Nov 5, 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

$11,089

SPY

SPDR S&P 500

$17,099

MeasureBOUTSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield0.32%1.03%

5 years, per year+2.1%+11.3%

3 years, per year+11.2%+22.0%

Worst drop · 1Y−20.1%−8.9%

Volatility · 1Y22.3%13.6%

6–0measures won
SPY first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: BOUT, SPY, IVV

Today

99.9%most shared, SPY and IVV

BOUTSPYIVV

BOUT—0.2%0.2%

SPY0.2%—99.9%

IVV0.2%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

BOUT$32 − $80 = −$48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee