CDX vs SPY

ACDX

BSPY

Measures won3–2CDX wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income8.33%CDX · $833 on $10k

Smallest drop−5.9%CDX · worst fall in 1Y

Held in common12.3%CDX and SPY

CDX

SPY

Simplify High Yield ETF · $302MState Street SPDR S&P 500 ETF · $819B

+5.7%3 years · per year$11,808 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

8.33%12-mo yield$833 · $103 on $10k1.03%

−5.9%Worst dropSmaller wins−8.9%

6.3%VolatilityLower wins13.6%

3–2CDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsCDX · SPY

0.3%MA0.8%

0.3%V1.1%

0.3%AMGN0.4%

0.3%HD0.6%

Held in common12.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$302M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACDX	Simplify High Yield ETFRead Desk		0.50%	8.33%	+0.4%	−4.6%	−5.1%	+5.7%	new	−5.9%	$302M

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

CDX vs SPY

CDX

Simplify High Yield

[…]

SPY

SPDR S&P 500

$17,118

MeasureCDXSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield8.33%1.03%

5 years, per year[…]+11.3%

3 years, per year+5.7%+21.7%

Worst drop · 1Y−5.9%−8.9%

Volatility · 1Y6.3%13.6%

3–2measures won
CDX first

12.3%

holdings shared

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: CDX, SPY

Today

12.3%most shared, CDX and SPY

CDXSPY

CDX—12.3%

SPY12.3%—

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

Income After Fees on $10,000

$783most kept, CDX

CDX$833 − $50 = $783

SPY$103 − $9 = $94

KeptFee

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