CCFE vs SPYM

ACCFE

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%CCFE and SPYM

CCFE

SPYM

Concourse Capital Focused Equity ETF · $34MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.96%Expense ratio$96 · $2 on $10k · lower wins0.02%

0.02%12-mo yield$2 · $103 on $10k1.03%

−25.6%Worst dropSmaller wins−8.9%

24.3%VolatilityLower wins12.7%

0–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCCFE · SPYM

3.2%HII0.0%

3.1%COO0.0%

Held in common0.0%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ACCFE	Concourse Capital Focused Equity ETFRead Desk	0.96%	0.02%	+0.8%	−2.8%	−2.7%	new	new	−25.6%	$34M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ACCFE	Concourse Capital Focused Equity ETFRead Desk	0.96%	0.02%	+0.8%	−2.8%	−2.7%	new	new	−25.6%	$34M

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

Cards for this view

CCFE vs SPYM

CCFE

Concourse Capital Focused Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureCCFESPYM

Fee0.96%0.02%

Cost on $10k a year$96$2

Yield0.02%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−25.6%−8.9%

Volatility · 1Y24.3%12.7%

4–0measures won
SPYM first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CCFE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CCFESPYMSPY

CCFE—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

CCFE$2 − $96 = −$94

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee