CBLS vs SPY

ACBLS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · CBLS $11,127

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 common10.1%CBLS and SPY

CBLS

SPY

Clough Hedged Equity ETF · $50MState Street SPDR S&P 500 ETF · $798B

+15.1%3 years · per year$15,244 · $19,132+24.1%

+2.2%5 years · per year$11,127 · $18,060+12.6%

1.89%Expense ratio$189 · $9 on $10k · lower wins0.09%

0.88%12-mo yield$88 · $99 on $10k0.99%

−17.9%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCBLS · SPY

2.7%MSFT5.9%

2.8%AVGO2.4%

2.6%LLY1.7%

3.1%UNH0.6%

Held in common10.1%

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$50M

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	ACBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.88%	−3.2%	+2.3%	−0.1%	+15.1%	+2.2%	−17.9%	$50M

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

CBLS vs SPY

CBLS

Clough Hedged Equity

$11,127

SPY

SPDR S&P 500

$18,060

MeasureCBLSSPY

Fee1.89%0.09%

Cost on $10k a year$189$9

Yield0.88%0.99%

5 years, per year+2.2%+12.6%

3 years, per year+15.1%+24.1%

Worst drop · 1Y−17.9%−8.9%

Volatility · 1Y19.4%12.9%

6–0measures won
SPY first

10.1%

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: CBLS, SPY

Today

10.1%most shared, CBLS and SPY

CBLSSPY

CBLS—10.1%

SPY10.1%—

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

CBLS$88 − $189 = −$101

KeptFee

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