CHAT vs SPYM

ACHAT

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.49%CHAT · $249 on $10k

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

Held in common28.4%CHAT and SPYM

CHAT

SPYM

Roundhill Generative AI & Technology ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+38.2%3 years · per year$26,370 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

2.49%12-mo yield$249 · $105 on $10k1.05%

−37.3%Worst dropSmaller wins−8.9%

44.1%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · SPYM

8.0%NVDA6.9%

6.5%MSFT6.3%

5.8%AMZN4.0%

6.8%GOOGL2.6%

Held in common28.4%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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

CHAT vs SPYM

CHAT

Roundhill Generative AI & Technology

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCHATSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield2.49%1.05%

5 years, per year[…]+11.4%

3 years, per year+38.2%+21.8%

Worst drop · 1Y−37.3%−8.9%

Volatility · 1Y44.1%13.6%

3–2measures won
SPYM first

28.4%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: CHAT, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

CHATSPYMVOO

CHAT—28.4%32.0%

SPYM28.4%—92.2%

VOO32.0%92.2%—

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

Income After Fees on $10,000

$174most kept, CHAT

CHAT$249 − $75 = $174

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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