CLSE vs SPYM

ACLSE

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

Smallest drop−8.6%CLSE · worst fall in 1Y

Held in common40.0%CLSE and SPYM

CLSE

SPYM

Convergence Long/Short Equity ETF · $981MState Street SPDR Portfolio S&P 500 ETF · $182B

+26.1%3 years · per year$20,038 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

1.52%Expense ratio$152 · $2 on $10k · lower wins0.02%

0.83%12-mo yield$83 · $106 on $10k1.06%

−8.6%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCLSE · SPYM

5.1%NVDA7.3%

3.3%AAPL7.7%

2.5%AMZN3.9%

2.7%AVGO2.3%

Held in common40.0%

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	ACLSE	Convergence Long/Short Equity ETFRead Desk		1.52%	0.83%	−3.1%	+15.3%	+19.4%	+26.1%	new	−8.6%	$981M

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	ACLSE	Convergence Long/Short Equity ETFRead Desk		1.52%	0.83%	−3.1%	+15.3%	+19.4%	+26.1%	new	−8.6%	$981M

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

CLSE vs SPYM

CLSE

Convergence Long/Short Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureCLSESPYM

Fee1.52%0.02%

Cost on $10k a year$152$2

Yield0.83%1.06%

5 years, per year[…]+11.4%

3 years, per year+26.1%+22.1%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y13.6%13.6%

2–2measures won
level

40.0%

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: CLSE, SPYM

Today

40.0%most shared, CLSE and SPYM

CLSESPYM

CLSE—40.0%

SPYM40.0%—

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

CLSE$83 − $152 = −$69

KeptFee

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