CALF vs SPY

ACALF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · CALF $15,160

Lowest cost0.09%SPY · $9 on $10k

Most income1.08%CALF · $108 on $10k

Smallest drop−7.9%CALF · worst fall in 1Y

Held in common0.5%CALF and SPY

CALF

SPY

Pacer US Small Cap Cash Cows ETF · $3.8BState Street SPDR S&P 500 ETF · $805B

+15.9%3 years · per year$15,586 · $19,132+24.1%

+8.7%5 years · per year$15,160 · $18,060+12.6%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

1.08%12-mo yield$108 · $99 on $10k0.99%

−7.9%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALF · SPY

2.0%EXPE0.1%

2.1%CTSH0.0%

1.5%HPQ0.0%

2.0%OMC0.0%

Held in common0.5%

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%	$804.8B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.8B

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	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%	$804.8B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.8B

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

CALF vs SPY

CALF

Pacer US Small Cap Cash Cows

$15,160

SPY

SPDR S&P 500

$18,060

MeasureCALFSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield1.08%0.99%

5 years, per year+8.7%+12.6%

3 years, per year+15.9%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y16.0%12.9%

4–2measures won
SPY first

0.5%

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: CALF, SPY

Today

0.5%most shared, CALF and SPY

CALFSPY

CALF—0.5%

SPY0.5%—

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

CALF$108 − $59 = $49

KeptFee

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