CFA vs SPYM

ACFA

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · CFA $14,358

Lowest cost0.02%SPYM · $2 on $10k

Most income1.22%CFA · $122 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common37.8%CFA and SPYM

CFA

SPYM

VictoryShares US 500 Volatility Wtd ETF · $547MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.6%3 years · per year$15,869 · $18,222+22.1%

+7.5%5 years · per year$14,358 · $17,164+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

1.22%12-mo yield$122 · $106 on $10k1.06%

−7.1%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCFA · SPYM

0.5%BRK-B1.6%

0.4%PG0.6%

0.3%KO0.6%

0.3%COST0.7%

Held in common37.8%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$547M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk		0.38%	1.22%	−2.6%	+11.3%	+13.9%	+16.6%	+7.5%	−7.1%	$547M

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

Cards for this view

CFA vs SPYM

CFA

VictoryShares US 500 Volatility Wtd

$14,358

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureCFASPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield1.22%1.06%

5 years, per year+7.5%+11.4%

3 years, per year+16.6%+22.1%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.0%13.6%

3–3measures won
level

37.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CFA, SPYM

Today

37.8%most shared, CFA and SPYM

CFASPYM

CFA—37.8%

SPYM37.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

CFA$122 − $38 = $84

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee