BTR vs SPYM

ABTR

BSPYM

Measures won3–2BTR wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income9.22%BTR · $922 on $10k

Smallest drop−6.3%BTR · worst fall in 1Y

Held in common[…]BTR and SPYM

BTR

SPYM

Beacon Tactical Risk ETF · $30MState Street SPDR Portfolio S&P 500 ETF · $178B

+5.9%3 years · per year$11,886 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

1.61%Expense ratio$161 · $2 on $10k · lower wins0.02%

9.22%12-mo yield$922 · $105 on $10k1.05%

−6.3%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

3–2BTR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTR · SPYM

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

Held in common[…]

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ABTR	Beacon Tactical Risk ETFRead Desk		1.61%	9.22%	0.0%	+9.1%	+10.8%	+5.9%	new	−6.3%	$30M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	ABTR	Beacon Tactical Risk ETFRead Desk		1.61%	9.22%	0.0%	+9.1%	+10.8%	+5.9%	new	−6.3%	$30M

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

BTR vs SPYM

BTR

Beacon Tactical Risk

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBTRSPYM

Fee1.61%0.02%

Cost on $10k a year$161$2

Yield9.22%1.05%

5 years, per year[…]+11.4%

3 years, per year+5.9%+21.8%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y9.7%13.6%

3–2measures won
BTR first

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: BTR, SPYM

Today

[…]holdings […]

BTRSPYM

BTR—[…]

SPYM[…]—

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

Income After Fees on $10,000

$761most kept, BTR

BTR$922 − $161 = $761

SPYM$105 − $2 = $103

KeptFee

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