CALI vs SPYM

ACALI

BSPYM

Measures won3–2CALI wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.47%CALI · $247 on $10k

Smallest drop−1.2%CALI · worst fall in 1Y

Held in common[…]CALI and SPYM

CALI

SPYM

iShares Short-Term California Muni Active ETF · $701MState Street SPDR Portfolio S&P 500 ETF · $182B

+3.2%3 years · per year$10,988 · $18,082+21.8%

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

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

2.47%12-mo yield$247 · $105 on $10k1.05%

−1.2%Worst dropSmaller wins−8.9%

0.9%VolatilityLower wins13.6%

3–2CALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALI · 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%	$181.7B
2	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	0.0%	+1.6%	+2.0%	+3.2%	new	−1.2%	$701M

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%	$181.7B
2	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	0.0%	+1.6%	+2.0%	+3.2%	new	−1.2%	$701M

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

CALI vs SPYM

CALI

iShares Short-Term California Muni Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCALISPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield2.47%1.05%

5 years, per year[…]+11.4%

3 years, per year+3.2%+21.8%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y0.9%13.6%

3–2measures won
CALI 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CALI, SPYM

Today

[…]holdings […]

CALISPYM

CALI—[…]

SPYM[…]—

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

Income After Fees on $10,000

$222most kept, CALI

CALI$247 − $25 = $222

SPYM$105 − $2 = $103

KeptFee

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