CHAT vs SPYM

ACHAT

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.31%CHAT · $231 on $10k

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

Held in common29.0%CHAT and SPYM

CHAT

SPYM

Roundhill Generative AI & Technology ETF · $1.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+42.9%3 years · per year$29,167 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

2.31%12-mo yield$231 · $101 on $10k1.01%

−30.3%Worst dropSmaller wins−8.9%

42.8%VolatilityLower wins12.8%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHAT · SPYM

8.1%NVDA7.7%

5.6%MSFT5.9%

5.0%AMZN3.8%

6.0%GOOGL2.5%

Held in common29.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ACHAT	Roundhill Generative AI & Technology ETFRead Desk		0.75%	2.31%	−1.8%	+23.5%	+11.3%	+42.9%	new	−30.3%	$1.5B

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

CHAT vs SPYM

CHAT

Roundhill Generative AI & Technology

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCHATSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield2.31%1.01%

5 years, per year[…]+12.6%

3 years, per year+42.9%+24.3%

Worst drop · 1Y−30.3%−8.9%

Volatility · 1Y42.8%12.8%

3–2measures won
SPYM first

29.0%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CHAT, SPYM

Today

29.0%most shared, CHAT and SPYM

CHATSPYM

CHAT—29.0%

SPYM29.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, CHAT

CHAT$231 − $75 = $156

SPYM$101 − $2 = $99

KeptFee

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