CGV vs SPY

ACGV

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.40%CGV · $540 on $10k

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

Held in common0.3%CGV and SPY

CGV

SPY

Conductor Global Equity Value ETF · $133MState Street SPDR S&P 500 ETF · $819B

+11.4%3 years · per year$13,811 · $18,039+21.7%

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

1.57%Expense ratio$157 · $9 on $10k · lower wins0.09%

5.40%12-mo yield$540 · $103 on $10k1.03%

−12.1%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGV · SPY

1.0%CVS0.2%

1.1%OXY0.1%

1.4%BIIB0.1%

1.8%APA0.0%

Held in common0.3%

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	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.40%	−0.5%	+4.3%	+9.5%	+11.4%	new	−12.1%	$133M

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	ACGV	Conductor Global Equity Value ETFRead Desk		1.57%	5.40%	−0.5%	+4.3%	+9.5%	+11.4%	new	−12.1%	$133M

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

CGV vs SPY

CGV

Conductor Global Equity Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureCGVSPY

Fee1.57%0.09%

Cost on $10k a year$157$9

Yield5.40%1.03%

5 years, per year[…]+11.3%

3 years, per year+11.4%+21.7%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y14.5%13.6%

4–1measures won
SPY first

0.3%

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: CGV, SPY

Today

0.3%most shared, CGV and SPY

CGVSPY

CGV—0.3%

SPY0.3%—

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

Income After Fees on $10,000

$383most kept, CGV

CGV$540 − $157 = $383

SPY$103 − $9 = $94

KeptFee

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